Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$4.5M
- Other$357K
- Life$295K
- Short-term disability$295K
- Long-term disability$295K
- +1 more
Sponsor portfolio
BANCO ITAU INTERNATIONAL
EIN 04-2488669bankingLatest filing 2025
Plans
2
Retirement
1
$61.1M assets
Welfare
1
$4.9M premiums
Participants
721
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 650 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- AETNA LIFE INSURANCE COMPANY92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- EYEMED VISION CARE1%
- ARAG INSURANCE COMPANY0%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
83%top
- CORPORATE SYNERGIES GROUP LLC83%
- CENTRO BENEFITS RESEARCH LLC17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BANCO ITAU INTERNATIONAL 401(K)
401k
Assets$61.1M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ITAU EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$4.9M
Covered lives650
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BANCO ITAU INTERNATIONAL 401(K) | 401k | $61.1M | 412 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ITAU EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $4.9M | 650 | 2025 |
Retirement plans
Welfare plans