Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Prescription drug$3.6M
- Other$330K
- Dental$220K
- Life$110K
- Short-term disability$110K
- +1 more
Sponsor portfolio
INSIGHT INVESTMENTS CORP.
EIN 33-0249383real estateLatest filing 2025
Plans
2
Retirement
1
$51.4M assets
Welfare
1
$3.9M premiums
Participants
683
611 ANTON BLVD. SUITE 700 - COSTA MESA, CA 92626714-939-2300insightinvestments.euLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 419 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- CALIFORNIA PHYSICIANS SERVICE63%
- KAISER FOUNDATION HEALTH PLAN INC23%
- DELTA DENTAL OF CALIFORNIA6%
- PRESBYTERIAN HEALTH PLAN INC.4%
- ANTHEM LIFE INSURANCE COMPANY3%
- +1 more
Broker market share
Schedule A broker compensation
81%top
- MERCER HEALTH AND BENEFITS, LLC81%
- MELISSA DAWN MEDVE19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$51.4M
Participants410
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INSIGHT INVESTMENTS CORPORATION EMPLOYEE BENEFIT PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$3.9M
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSIGHT INVESTMENTS CORP. 401(K) PROFIT SHARING PLAN | 401k | $51.4M | 410 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INSIGHT INVESTMENTS CORPORATION EMPLOYEE BENEFIT PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $3.9M | 419 | 2025 |
Retirement plans
Welfare plans