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Sponsor portfolio

INGENIUM GROUP, LLC

EIN 20-5571602-Latest filing 2025
Plans
3
Retirement
1
$8.9M assets
Welfare
2
$271K premiums
Participants
138
955 WEST MISSION AVENUE - ESCONDIDO, CA 92025760-745-8780
Plans on this EIN
3 filings
#001401k-$8.9M - 138 part#501Fully Insured-$135K - 205 lives#502Fully Insured-$135K - 205 lives

Benefits portfolio analytics

2 plans / $271K premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$271K
  • Dental$135K
  • Vision$135K
  • Long-term disability$135K
Total $271K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $271K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INGENIUM 401(K) PROFIT SHARING PLAN

401k

Assets$8.9M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INGENIUM GROUP, LLC DENTAL, VISION, AND LIFE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$135K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INGENIUM GROUP, LLC LIFE AND LTD PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$135K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INGENIUM 401(K) PROFIT SHARING PLAN401k$8.9M1382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INGENIUM GROUP, LLC DENTAL, VISION, AND LIFE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$135K2052025
502INGENIUM GROUP, LLC LIFE AND LTD PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$135K2052025
Retirement plans
Welfare plans
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