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Sponsor portfolio

INNOVIVE HEALTH

EIN 11-3731600-Latest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$281K premiums
Participants
1,130
10 CABOT ROAD, SUITE 201 - MEDFORD, MA 02155800-915-3211
Plans on this EIN
2 filings
#001401k-$14.1M - 793 part#501Mixed-$281K - 757 lives

Benefits portfolio analytics

1 plan / $281K premiums / 757 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$140K
  • Other$130K
  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Vision$12K
Total $281K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • BLUE CROSS OF CALIFORNIA50%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY31%
  • COMBINED INSURANCE COMPANY OF AMERICA15%
  • EYEMED VISION CARE4%
Total $281K4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • CROSS INSURANCE59%
  • IBENEFIT COMMUNICATION LLC25%
  • PROFESSIONAL GROUP PLANS INC10%
  • BENEFITS ALL INSURANCE, LLC6%
Total $42K4 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

INNOVIVE HEALTH 401(K) PLAN

401k

Assets$14.1M
Participants793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INNOVIVE HEALTH HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC

Premiums$281K
Covered lives757
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INNOVIVE HEALTH 401(K) PLAN401k$14.1M7932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INNOVIVE HEALTH HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC$281K7572025
Retirement plans
Welfare plans
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