Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
IPS-INTEGRATED PROJECT SERVICES, LLC
EIN 23-2561581management consultingLatest filing 2025
Plans
3
Retirement
2
$192.6M assets
Welfare
1
$18.2M premiums
Participants
3,227
721 ARBOR WAY, SUITE 100 - BLUE BELL, PA 19422610-828-4090ipsdb.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $192.6M assets / 2,017 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $18.2M premiums / 2,686 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$17.4M
- Health$16.2M
- Prescription drug$16.2M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- UNITED CONCORDIA INSURANCE COMPANY4%
- KAISER FOUNDATION HEALTH PLAN INC1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IPS & AFFILIATES 401(K) PLAN
401k
Assets$188.5M
Participants1,947
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
IPS PBE 401(K) PLAN
401k
Assets$4.1M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTEGRATED PROJECT SERVICES EMPLOYEE BENEFIT PLAN
Fully Insured - INDEPENDENCE BLUE CROSS
Premiums$18.2M
Covered lives2,686
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IPS & AFFILIATES 401(K) PLAN | 401k | $188.5M | 1,947 | 2024 | |
| 002 | IPS PBE 401(K) PLAN | 401k | $4.1M | 70 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTEGRATED PROJECT SERVICES EMPLOYEE BENEFIT PLAN | Fully Insured | INDEPENDENCE BLUE CROSS | $18.2M | 2,686 | 2025 |
Retirement plans
Welfare plans