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Sponsor portfolio

INTELLIGENESIS, LLC

EIN 26-3170940-internet-Latest filing 2025
Plans
2
Retirement
1
$35.4M assets
Welfare
1
$3.0M premiums
Participants
403
6950 COLUMBIA GATEWAY DRIVE, SUITE 450 - COLUMBIA, MD 21046443-563-1871intelligenesisllc.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filings
#001401k-$35.4M - 236 part#501Fully Insured-$3.0M - 330 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Vision$2.7M
  • Prescription drug$2.7M
  • Other$194K
  • Life$183K
  • Short-term disability$180K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • GALLAGHER BENEFIT SERVICES, INC.72%
  • KELLY & ASSOCIATES INSURANCE GROUP27%
  • KELLY BENEFITS1%
Total $115K3 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

INTELLIGENESIS 401(K) PLAN

401k

Assets$35.4M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTELLIGENESIS, LLC HEALTH AND WELFARE PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$3.0M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTELLIGENESIS 401(K) PLAN401k$35.4M2362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTELLIGENESIS, LLC HEALTH AND WELFARE PLANFully InsuredCAREFIRST BLUECHOICE, INC.$3.0M3302025
Retirement plans
Welfare plans
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