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Sponsor portfolio

THE INSTITUTE OF INTERNAL AUDITORS, INC.

EIN 13-5532538-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$39.7M assets
Welfare
1
$4.1M premiums
Participants
573
1035 GREENWOOD BOULEVARD, SUITE 401 - LAKE MARY, FL 32746407-937-1272theiia.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$39.7M - 331 part#501Fully Insured-$4.1M - 307 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$3.8M
  • Vision$3.8M
  • Prescription drug$3.8M
  • Other$255K
  • Life$249K
  • +2 more
Total $4.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • AETNA LIFE INSURANCE COMPANY0%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • MARSH & MCLENNAN AGENCY LLC50%
  • MCGRIFF INSURANCE SERVICES INC50%
Total $189K2 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

INSTITUTE OF INTERNAL AUDITORS 401(K) PLAN

401k

Assets$39.7M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSTITUTE OF INTERNAL AUDITORS, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.1M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSTITUTE OF INTERNAL AUDITORS 401(K) PLAN401k$39.7M3312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSTITUTE OF INTERNAL AUDITORS, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.1M3072025
Retirement plans
Welfare plans
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