Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.6M
- Prescription drug$9.6M
- Life$616K
- Short-term disability$616K
- Long-term disability$616K
- Other$616K
- +2 more
Sponsor portfolio
I3 VERTICALS MANAGEMENT SERVICES,INC.
EIN 30-0847828bankingLatest filing 2025
Plans
2
Retirement
1
$67.4M assets
Welfare
1
$10.8M premiums
Participants
2,130
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.8M premiums / 1,321 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- DELTA DENTAL OF CALIFORNIA5%
- SUN LIFE ASSURANCE COMPANY OF CANADA1%
Broker market share
Schedule A broker compensation
54%top
- BROWN & BROWN INSURANCE SERVICES54%
- LOCKTON COMPANIES, LLC46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
I3 VERTICALS MANAGEMENT SERVICES, INC. 401(K) PLAN
401k
Assets$67.4M
Participants1,253
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
I3 VERTICALS HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$10.8M
Covered lives1,321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | I3 VERTICALS MANAGEMENT SERVICES, INC. 401(K) PLAN | 401k | $67.4M | 1,253 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | I3 VERTICALS HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $10.8M | 1,321 | 2025 |
Retirement plans
Welfare plans