PROPEL INSURANCE
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #1862 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #3115
Fees received$256,621Median $33,800/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical PROPEL INSURANCE plan look like?
Service mix · median fees per plan
Count of plans where PROPEL INSURANCE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 3 | $28,836 | |
Insurance agents and brokers; Insurance brokerage commissions and fees; Consulting (general); Direct payment from the planCode 16 | 2 | $39,930 | |
Insurance services; Insurance brokerage commissions and feesCode 23 | 1 | $7,338 |
Competitor overlap
Percent of PROPEL INSURANCE's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under PROPEL INSURANCE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PROPEL INSURANCE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, WESTERN GLAZIERS RETIREMENT PLANWA · 916050587-001 | WASHINGTON CAPITAL MANAGEMENT, INC. | $336M |
BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENTWA · 456909074-001 | SERVICE PRINTING CO | $181M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUNDWA · 911032878-001 | $838M | 176,003 | $9,240 | 8y | - |
BOARD OF TRUSTEES, SEIU 775 SECURE RETIREMENT TRUSTWA · 474321390-001 | $498M | 89,810 | $131,348 | 9y | - |
BOARD OF TRUSTEES, CIC-FOREST PRODUCTS RETIREMENTWA · 456909074-002 | $255M | 6,160 | $7,338 | 10y | - |
WA-ID LABORERS EMPLOYERS PENSION TRUSTWA · 916123988-001 | $209M | 4,292 | $28,836 | 10y | - |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | $163M | 1,765 | $41,096 | 10y | - |
LABORERS AGC PENSION TRUST OF MONTANA BOARD OF TRUSTEESWA · 916068929-001 | $138M | 3,643 | $38,763 | 10y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (1)
Raw Schedule C names collapsed into PROPEL INSURANCE.
- PROPEL INSURANCE
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for PROPEL INSURANCE's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PROPEL INSURANCE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent