Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$1.3M
- Vision$1.3M
- Other$29K
- Life$20K
- Long-term disability$15K
Sponsor portfolio
INFOTRUST, LLC
EIN 20-1783964marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$1.3M premiums
Participants
217
4340 GLENDALE - MILFORD RD., SUITE 200 - BLUE ASH, OH 45242513-201-8979infotrustllc.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 221 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- COMMUNITY INSURANCE COMPANY97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- PRINCIPAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- HUB INTERNATIONAL MIDWEST LIMITED86%
- HORAN ASSOCIATES INC.13%
- CENTRO BENEFITS RESEARCH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INFOTRUST RETIREMENT SAVINGS PLAN
401k
Assets$9.9M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INFOTRUST, LLC EMPLOYEE WELFARE BENEFITS PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$1.3M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INFOTRUST RETIREMENT SAVINGS PLAN | 401k | $9.9M | 121 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INFOTRUST, LLC EMPLOYEE WELFARE BENEFITS PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $1.3M | 221 | 2025 |
Retirement plans
Welfare plans