Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
I2C SYNERGY, INC.
EIN 23-1702839Latest filing 2025
Plans
3
Retirement
2
$51.2M assets
Welfare
1
$258K premiums
Participants
545
730 LOUIS DRIVE - WARMINSTER, PA 18974267-280-1359
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $51.2M assets / 340 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $258K premiums / 205 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$190K
- Short-term disability$190K
- Long-term disability$190K
- Other$190K
- Dental$60K
- Vision$8K
Carrier market share
Premium dollars by Schedule A carrier
74%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA74%
- AETNA LIFE INSURANCE COMPANY23%
- METROPOLITAN LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
68%top
- THE EQUINOX AGENCY LLC68%
- JAMES R NELLIGAN & ASSOCIATES LLC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN
401k
Assets$29.0M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.1M
Participants175
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
I2C SYNERGY, INC. HEALTH AND WELFARE PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$258K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | 401k | $29.0M | 165 | 2024 | |
| 002 | I2C SYNERGY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.1M | 175 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | I2C SYNERGY, INC. HEALTH AND WELFARE PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $258K | 205 | 2025 |
Retirement plans
Welfare plans