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Sponsor portfolio

IDENTITY GROUP HOLDINGS CORP.

EIN 26-1401165-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1.5M premiums
Participants
445
1480 GOULD DRIVE - COOKEVILLE, TN 38506931-432-4000identitygroup.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$14.0M - 291 part#502Mixed-$1.5M - 298 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Vision$1.3M
  • Life$117K
  • Long-term disability$117K
  • Other$117K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • ELIZABETH ZIEGLER79%
  • MARSH & MCLENNAN AGENCY LLC20%
  • WATCHTOWER BENEFITS, LLC1%
Total $93K3 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

IDENTITY GROUP 401K PLAN

401k

Assets$14.0M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

IDENTITY GROUP HOLDINGS CORP. WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$1.5M
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IDENTITY GROUP 401K PLAN401k$14.0M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502IDENTITY GROUP HOLDINGS CORP. WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TENNESSEE, INC.$1.5M2982025
Retirement plans
Welfare plans
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