Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$59K
- Other$36K
- Life$23K
- Long-term disability$21K
- Vision$9K
- Short-term disability$7K
Sponsor portfolio
INTELLISURVEY, INC.
EIN 33-0973672market researchLatest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$132K premiums
Participants
233
20 PACIFICA, STE 230 - IRVINE, CA 92618949-298-4400intellisurvey.comLinkedIn51-200 employeesmarket research
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $132K premiums / 96 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
34%top
- PROFESSIONAL GROUP PLANS INC34%
- ALKEME INSURANCE SERVICES INC28%
- 28 INSURANCE AGENCY26%
- ASSUREDPARTNERS8%
- VENTURE PACIFIC INSURANCE SERVICES3%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTELLISURVEY 401(K) PLAN
OtherDC
Assets$22.5M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
INTELLISURVEY EMPLOYEE BENEFITS PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$132K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTELLISURVEY 401(K) PLAN | OtherDC | $22.5M | 124 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | INTELLISURVEY EMPLOYEE BENEFITS PLAN | Mixed | STANDARD INSURANCE COMPANY | $132K | 96 | 2024 |
Retirement plans
Welfare plans