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  2. IDEX CORPORATION
Sponsor portfolioTH

IDEX CORPORATION

EIN 36-3555336-consumer goods-Latest filing 2024
Plans
4
Retirement
1
$962.2M assets
Welfare
3
$12.3M premiums
Participants
18,698
3100 SANDERS ROAD, SUITE 301 - NORTHBROOK, IL 60062847-498-7070idexcorp.comLinkedIn5001-10000 employeesconsumer goods
Plans on this EIN
4 filings
#045401k-$962.2M - 6,007 part#518Mixed-$12.3M - 5,378 lives#597Fully Insured-$31K - 4,165 lives#595Self Funded-0 lives

Benefits portfolio analytics

3 plans / $12.3M premiums / 9,543 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Other$3.8M
  • Life$3.5M
  • Long-term disability$3.5M
  • Dental$3.0M
  • Vision$1.1M
Total $12.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
31%top
  • HARTFORD LIFE AND ACCIDENT31%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • DELTA DENTAL OF CALIFORNIA14%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • PRIORITY HEALTH6%
  • +3 more
Total $12.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • AON CONSULTING INC72%
  • CUSTOM BENEFIT PROGRAMS INC18%
  • HEWITT INSURANCE BROKERAGE LLC5%
  • JENNIFER N BUCK3%
  • THE PLEXUS GROUPE LLC2%
  • +1 more
Total $870K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#045

IDEX CORPORATION SAVINGS PLAN

401k

Assets$962.2M
Participants6,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#518

IDEX CORPORATION PERSONAL CHOICECOMP PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$12.3M
Covered lives5,378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#597

BUSINESS TRAVEL ACCIDENT INSURANCE PLAN

Fully Insured - ACE AMERICAN INSURANCE COMPANY

Premiums$31K
Covered lives4,165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#595

IDEX CORPORATION SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
045IDEX CORPORATION SAVINGS PLAN401k$962.2M6,0072024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
518IDEX CORPORATION PERSONAL CHOICECOMP PLANMixedHARTFORD LIFE AND ACCIDENT$12.3M5,3782024
597BUSINESS TRAVEL ACCIDENT INSURANCE PLANFully InsuredACE AMERICAN INSURANCE COMPANY$31K4,1652024
595IDEX CORPORATION SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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