Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.6M
- Prescription drug$9.6M
- Dental$593K
- Other$501K
- Life$292K
- Vision$104K
- +1 more
Sponsor portfolio
INVESTCLOUD, INC.
EIN 32-0412640financial servicesLatest filing 2025
Plans
2
Retirement
1
$152.4M assets
Welfare
1
$10.8M premiums
Participants
1,579
810 7TH AVENUE - NEW YORK, NY 10019888-800-0188investcloud.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.8M premiums / 1,584 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- UNITEDHEALTHCARE INSURANCE COMPANY89%
- DELTA DENTAL OF CALIFORNIA6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- EYEMED VISION CARE1%
- HARTFORD LIFE AND ACCIDENT1%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
- HILB GROUP OF NEW ENGLAND0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INVESTCLOUD, INC 401(K) PLAN
401k
Assets$152.4M
Participants977
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
INVESTCLOUD, INC. HEALTH & WELFARE PLANS
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$10.8M
Covered lives1,584
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTCLOUD, INC 401(K) PLAN | 401k | $152.4M | 977 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | INVESTCLOUD, INC. HEALTH & WELFARE PLANS | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $10.8M | 1,584 | 2025 |
Retirement plans
Welfare plans