Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$951K
- Prescription drug$951K
- Other$46K
- Dental$43K
- Life$37K
- Short-term disability$37K
- +1 more
Sponsor portfolio
INTEGRA FINANCIAL SERVICES LLC
EIN 27-5276229financial servicesLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$1.0M premiums
Participants
203
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- SELECTHEALTH91%
- EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC4%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- BLOMQUIST HALE CONSULTING1%
- EYE MED1%
Broker market share
Schedule A broker compensation
99%top
- MORETON & COMPANY99%
- UNKNOWN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.9M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTEGRA FINANCIAL SERVICES WELFARE BENEFIT PLAN
Fully Insured - SELECTHEALTH
Premiums$1.0M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.9M | 117 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTEGRA FINANCIAL SERVICES WELFARE BENEFIT PLAN | Fully Insured | SELECTHEALTH | $1.0M | 206 | 2024 |
Retirement plans
Welfare plans