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Sponsor portfolio

ITINERIS NA, INC.

EIN 27-1791662-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$155K premiums
Participants
288
600 PEACHTREE ST. NE, SUITE 3730 - ATLANTA, GA 30308678-894-2177LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$10.9M - 147 part#503Fully Insured-$155K - 141 lives

Benefits portfolio analytics

1 plan / $155K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$155K
  • Vision$155K
  • Life$155K
  • Short-term disability$155K
  • Long-term disability$155K
  • Other$155K
Total $155K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $155K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • A A LAROCCO & ASSOCIATES100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ITINERIS NA, INC. 401(K) P/S PLAN

401k

Assets$10.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ITINERIS NA, INC SUPPLEMENTAL BENEFIT PLANS

Fully Insured - GUARDIAN LIFE INSURANCE

Premiums$155K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ITINERIS NA, INC. 401(K) P/S PLAN401k$10.9M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ITINERIS NA, INC SUPPLEMENTAL BENEFIT PLANSFully InsuredGUARDIAN LIFE INSURANCE$155K1412024
Retirement plans
Welfare plans
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