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Sponsor portfolio

IVANTI, INC.

EIN 30-0110335-computer software-Latest filing 2025
Plans
2
Retirement
1
$216.4M assets
Welfare
1
$1.9M premiums
Participants
2,729
10377 SOUTH JORDAN GATEWAY, SUITE 110 - SOUTH JORDAN, UT 84095888-253-6201ivanti.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#002401k-$216.4M - 1,817 part#501Mixed-$1.9M - 838 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 838 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$585K
  • Prescription drug$585K
  • Life$554K
  • Other$292K
  • Long-term disability$177K
  • Vision$174K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • AETNA LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN9%
  • ARAG INSURANCE COMPANY2%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • ALLIANT INSURANCE SERVICES, INC.86%
  • LOCKTON COMPANIES, LLC14%
Total $44K2 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

IVANTI INC. 401(K) PLAN

401k

Assets$216.4M
Participants1,817
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IVANTI, INC. WELFARE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.9M
Covered lives838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002IVANTI INC. 401(K) PLAN401k$216.4M1,8172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IVANTI, INC. WELFARE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.9M8382025
Retirement plans
Welfare plans
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