Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$231K
- Vision$231K
- Life$231K
- Short-term disability$231K
- Long-term disability$231K
- Other$231K
Sponsor portfolio
INTELLISTACK, LLC
EIN 26-2860913Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$231K premiums
Participants
438
11671 LANTERN ROAD, SUITE 300 - FISHERS, IN 46038317-542-3125
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $231K premiums / 306 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
78%top
- BENNUE INSURANCE, LLC78%
- PROFESSIONAL GROUP PLANS INC22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTELLISTACK, LLC 401(K) PLAN
401k
Assets$17.9M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
FORMSTACK LLC HEALTH AND WELFARE PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$231K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTELLISTACK, LLC 401(K) PLAN | 401k | $17.9M | 298 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FORMSTACK LLC HEALTH AND WELFARE PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $231K | 306 | 2025 |
Retirement plans
Welfare plans