Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$3.7M
- Other$651K
- Life$637K
- Long-term disability$637K
- Vision$17K
Sponsor portfolio
INVESTCORP INTERNATIONAL, INC.
EIN 13-3394604Latest filing 2025
Plans
2
Retirement
1
$52.4M assets
Welfare
1
$4.4M premiums
Participants
409
280 PARK AVENUE, 36TH FLOOR - NEW YORK, NY 100171285212-703-1160
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 226 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
- METROPOLITAN LIFE INSURANCE COMPANY15%
- VISION SERVICE PLAN0%
- ACE AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
55%top
- BROWN & BROWN INSURANCE SERVICES55%
- CORPORATE SYNERGIES GROUP LLC24%
- HAYS COMPANIES, INC.17%
- REUBEN WARNER ASSOCIATES, INC.5%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN
401k
Assets$52.4M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INVESTCORP INTERNATIONAL EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INVESTCORP INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN | 401k | $52.4M | 255 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INVESTCORP INTERNATIONAL EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.4M | 226 | 2025 |
Retirement plans
Welfare plans