Sponsor portfolio
CONCEPT IV INSURANCE AGENCY INC.
EIN 34-1301889insuranceLatest filing 2025
Plans
2
Retirement
1
$79K assets
Welfare
1
Participants
8
125 WEST AVE, SUITE 103 - TALLMADGE, OH 44278330-630-2543concept4ins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONCEPT IV INSURANCE AGENCY INC. 401(K) PLAN
401k
Assets$79K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CONCEPT 4 INSURANCE CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONCEPT IV INSURANCE AGENCY INC. 401(K) PLAN | 401k | $79K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CONCEPT 4 INSURANCE CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans