Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$322K
- Dental$72K
- Other$72K
Sponsor portfolio
IVYSTONE GROUP, LLC
EIN 27-1347054consumer goodsLatest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$395K premiums
Participants
175
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $395K premiums / 73 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
- SUN LIFE ASSURANCE COMPANY OF CANADA18%
Broker market share
Schedule A broker compensation
65%top
- MARSH & MCLENNAN AGENCY LLC65%
- POTOMAC BASIN GROUP ASSOC LLC19%
- CENTRO BENEFITS RESEARCH LLC10%
- JAMES R NELLIGAN & ASSOCIATES LLC5%
- NFP INSURANCE SERVICES INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVYSTONE GROUP 401(K) PLAN
401k
Assets$6.7M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IVYSTONE GROUP, LLC GROUP BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$395K
Covered lives73
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVYSTONE GROUP 401(K) PLAN | 401k | $6.7M | 125 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IVYSTONE GROUP, LLC GROUP BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $395K | 73 | 2025 |
Retirement plans
Welfare plans