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Sponsor portfolio

ITR AMERICA, LLC

EIN 26-2457852-wholesale-Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$1.8M premiums
Participants
468
6301 NORTHWIND PARKWAY - HOBART, IN 46385219-947-8230itramerica.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$15.8M - 277 part#502Fully Insured-$1.8M - 287 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$104K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
Total $70K2 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

ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN

401k

Assets$15.8M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ITR AMERICA, LLC WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ITR AMERICA, LLC PROFIT SHARING 401(K) PLAN401k$15.8M2772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ITR AMERICA, LLC WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M2872025
Retirement plans
Welfare plans
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