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Sponsor portfolioTH

INGLIS HOUSE

EIN 23-1352284-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$2.6M premiums
Participants
467
2600 BELMONT AVENUE - PHILADELPHIA, PA 191312713215-878-5600LinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001TraditionalDB-$18.0M - 238 part#502Fully Insured-$2.6M - 228 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$108K
  • Long-term disability$61K
  • Life$55K
  • Other$28K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $175K1 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

INGLIS HOUSE RETIREMENT PLAN

TraditionalDB

Assets$18.0M
Participants238
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INGLIS HOUSE GROUP HEALTH PLANS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INGLIS HOUSE RETIREMENT PLANTraditionalDB$18.0M2382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INGLIS HOUSE GROUP HEALTH PLANSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.6M2282025
Retirement plans
Welfare plans
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