Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$429K
- Other$422K
- Life$408K
- Short-term disability$353K
- Long-term disability$278K
- Dental$261K
- +1 more
Filings through .
Sponsor portfolio
Ioa Group, LLC
EIN 20-0448952Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$100.7M assets
Welfare
1
$2.3M premiums
Participants
2,823
1855 WEST STATE ROAD 434 - LONGWOOD, FL 32750407-788-3000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 1,399 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IOA GROUP, LLC 401(K) PLAN
401(k)
Assets$100.7M
Participants1,409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
IOA GROUP LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives1,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IOA GROUP, LLC 401(K) PLAN | 401(k) | $100.7M | 1,409 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | IOA GROUP LLC HEALTH & WELFARE BENEFIT PLAN | Fully insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2.3M | 1,399 | 2025 |
Retirement plans
Welfare plans