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Sponsor portfolio

IFA ROTORION - NORTH AMERICA, LLC

EIN 04-3590499-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$4.7M premiums
Participants
1,110
479 TRADE CENTER PARKWAY - SUMMERVILLE, SC 29483843-486-5400
Plans on this EIN
2 filings
#001401k-$15.7M - 581 part#501Fully Insured-$4.7M - 528 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 528 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$300K
  • Vision$300K
  • Life$200K
  • Other$161K
  • +2 more
Total $4.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Total $4.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • USI INSURANCE SERVICES LLC70%
  • NFP INSURANCE SERVICES INC26%
  • THE BENEFIT COMPANY INC4%
Total $56K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IFA ROTORION NORTH AMERICA, LLC 401(K) PLAN

401k

Assets$15.7M
Participants581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IFA EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.7M
Covered lives528
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IFA ROTORION NORTH AMERICA, LLC 401(K) PLAN401k$15.7M5812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IFA EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.7M5282025
Retirement plans
Welfare plans
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