Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$234K
- Life$69K
- Short-term disability$69K
- Long-term disability$69K
- Other$69K
- Dental$30K
- +1 more
Sponsor portfolio
ITERO GROUP, LLC
EIN 35-2603463information technology and servicesLatest filing 2025
Plans
3
Retirement
1
$2.3M assets
Welfare
2
$689K premiums
Participants
218
1215 MANOR DRIVE - SUITE 103 - MECHANICSBURG, PA 17055717-769-5800iterogroup.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $689K premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- AVALON INSURANCE COMPANY69%
- SUN LIFE ASSURANCE COMPANY OF CANADA21%
- DELTA DENTAL OF CALIFORNIA9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ITERO GROUP, LLC 401(K) PLAN
401k
Assets$2.3M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ITERO GROUP LLC EMPLOYEE BENEFIT PLAN
Mixed - AVALON INSURANCE COMPANY
Premiums$360K
Covered lives81
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
ITERO GROUP LLC HEALTH & WELFARE PLANS
Mixed - EVEREST REINSURANCE COMPANY
Premiums$329K
Covered lives63
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ITERO GROUP, LLC 401(K) PLAN | 401k | $2.3M | 94 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ITERO GROUP LLC EMPLOYEE BENEFIT PLAN | Mixed | AVALON INSURANCE COMPANY | $360K | 81 | 2025 | |
| 501 | ITERO GROUP LLC HEALTH & WELFARE PLANS | Mixed | EVEREST REINSURANCE COMPANY | $329K | 63 | 2024 |
Retirement plans
Welfare plans