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Original filing (PDF)20250106150031NAL0013186128001

IPRO TECH LLC

Form 5500
FILING_RECEIVED
IPRO TECH,LLC EMPLOYEE WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 1
Late filing · 1.7 mo
Active participants
0
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
93
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 1.7 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPRO TECH LLC.
Plan sponsor
Name
IPRO TECH LLC
EIN
46-3977653
Address
145 S WELLS STREET · SUITE 600 · CHICAGO, IL · 60606
Phone
(602) 324-4776
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-06
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Broker
1
NameEINLocationRelationDirect compIndirect comp
CBIZ BENEFITS & INSURANCECINCINNATI, OHINS AGENTS AND BROKERS$67K
Other
1
NameEINLocationRelationDirect compIndirect comp
CIGNA HEALTH & LIFE INS COMPANY59-1031071CLAIMS ADMINISTRATION$123K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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