Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$527K
- Short-term disability$293K
- Long-term disability$260K
- Other$153K
- Vision$129K
Sponsor portfolio
ION TRADING INC
EIN 36-3080374Latest filing 2025
Plans
2
Retirement
1
$565.4M assets
Welfare
1
$1.4M premiums
Participants
3,862
1345 AVENUE OF THE AMERICAS, 49TH FLOOR - NEW YORK, NY 10105212-906-0050
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,242 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY79%
- RELIASTAR LIFE INSURANCE COMPANY11%
- VISION SERVICE PLAN10%
Broker market share
Schedule A broker compensation
79%top
- EDGEWOOD PARTNERS INSURANCE CENTER79%
- STEALTH PARTNER GROUP LLC10%
- STEALTH PARTNERS GROUP LLC9%
- AON CONSULTING INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ION GROUP 401(K) PLAN
401k
Assets$565.4M
Participants2,620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ION TRADING HEALTH AND WELFARE WRAP BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ION GROUP 401(K) PLAN | 401k | $565.4M | 2,620 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ION TRADING HEALTH AND WELFARE WRAP BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.4M | 1,242 | 2025 |
Retirement plans
Welfare plans