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Sponsor portfolio

ACCENTURE I&CP, LLC

EIN 33-0690787-Latest filing 2025
Plans
2
Retirement
1
$65.2M assets
Welfare
1
$1.1M premiums
Participants
2,110
529 EAST CROWN POINT ROAD - OCOEE, FL 34761714-276-1135
Plans on this EIN
2 filings
#002401k-$65.2M - 1,028 part#501Mixed-$1.1M - 1,002 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,002 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY99%
  • CURALINC HEALTHCARE1%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • BROWN & BROWN INSURANCE SERVICES78%
  • ENROLLEASE22%
Total $119K2 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

ANSER ADVISORY LLC 401K RETIREMENT PLAN

401k

Assets$65.2M
Participants1,028
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCENTURE I&CP, LLC WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,002
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ANSER ADVISORY LLC 401K RETIREMENT PLAN401k$65.2M1,0282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCENTURE I&CP, LLC WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.1M1,0022025
Retirement plans
Welfare plans
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