Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$2.3M
- Vision$2.3M
- Other$180K
- Life$135K
- Short-term disability$135K
- +1 more
Sponsor portfolio
IVISION SCALE, LLC.
EIN 20-0732041Latest filing 2025
Plans
2
Retirement
1
$30.8M assets
Welfare
1
$2.4M premiums
Participants
613
788 CIRCLE 75 PARKWAY, SUITE 740 - ATLANTA, GA 30339678-244-2908
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 426 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- AGENT ALLIANCE CORPORATION1%
- DIGITAL INSURANCE LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVISION SCALE, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$30.8M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IVISION SCALE, LLC, WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVISION SCALE, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $30.8M | 349 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IVISION SCALE, LLC, WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.4M | 426 | 2025 |
Retirement plans
Welfare plans