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Sponsor portfolio

DATABANK IMX

EIN 25-1921937-information services-Latest filing 2025
Plans
2
Retirement
1
$25.2M assets
Welfare
1
$5.7M premiums
Participants
1,104
458 PIKE ROAD - HUNTINGDON VALLEY, PA 19006800-873-9426databankimx.comLinkedIn501-1000 employeesinformation services
Plans on this EIN
2 filings
#001401k-$25.2M - 613 part#501Fully Insured-$5.7M - 689 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 689 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$5.5M
  • Health$4.1M
  • Other$490K
  • Dental$484K
  • Life$484K
  • Short-term disability$484K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $6.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • RISK STRATEGIES COMPANY70%
  • ASSUREDPARTNERS30%
Total $85K2 slices

Plan deep-dives

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

DATABANK IMX LLC 401(K) PLAN

401k

Assets$25.2M
Participants613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DATABANK IMX EMPLOYEE BENEFITS PLAN

Fully Insured - INDEPENDENCE BLUE CROSS

Premiums$5.7M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DATABANK IMX LLC 401(K) PLAN401k$25.2M6132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DATABANK IMX EMPLOYEE BENEFITS PLANFully InsuredINDEPENDENCE BLUE CROSS$5.7M6892025
Retirement plans
Welfare plans
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