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Sponsor portfolio

INTACT SERVICES USA LLC

EIN 26-3300555-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$838.1M assets
Welfare
1
$2.7M premiums
Participants
5,593
605 NORTH HIGHWAY 169, SUITE 800 - PLYMOUTH, MN 55441952-852-0480
Plans on this EIN
2 filings
#002ESOP-$838.1M - 3,233 part#506Mixed-$2.7M - 2,208 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 2,208 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.6M
  • Other$1.2M
  • Long-term disability$662K
  • Vision$235K
Total $2.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • RELIASTAR LIFE INSURANCE COMPANY40%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • EYEMED VISION CARE9%
  • HCC LIFE INSURANCE COMPANY3%
  • +1 more
Total $2.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • WEX HEALTH, INC.12%
Total $216K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INTACT USA RETIREMENT SAVINGS PLAN

ESOP

Assets$838.1M
Participants3,233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

INTACT SERVICES USA LLC WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives2,208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INTACT USA RETIREMENT SAVINGS PLANESOP$838.1M3,2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506INTACT SERVICES USA LLC WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$2.7M2,2082024
Retirement plans
Welfare plans
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