PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Integra Financial Services LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Integra Financial Services LLC

EIN 27-5276229-financial services-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Health & Benefits
1
$1.0M premiums
Participants
203
1759 N 400 E STE 202 - NORTH LOGAN, UT 84321800-886-8146LinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$6.9M - 117 part#501Fully insured-$1.0M - 206 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.0M premiums / 206 covered lives

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
Total $1.0M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$6.9M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

INTEGRA FINANCIAL SERVICES WELFARE BENEFIT PLAN

Fully insured - SELECTHEALTH

Premiums$1.0M
Covered lives206
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$6.9M1172025
  • INTEGRA FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST$6.9M
    #001 · 401(k) · 2025117

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501INTEGRA FINANCIAL SERVICES WELFARE BENEFIT PLANFully insuredSELECTHEALTH$1.0M2062024
  • INTEGRA FINANCIAL SERVICES WELFARE BENEFIT PLAN$1.0M
    #501 · Fully insured · SELECTHEALTH · 2024206
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica