Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Other$134K
- Life$126K
- Vision$111K
- Short-term disability$111K
- +1 more
Sponsor portfolio
I3 GROUP INC.
EIN 36-3987876education managementLatest filing 2024
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$2.1M premiums
Participants
604
550 BOND STREET - LINCOLNSHIRE, IL 600694207847-325-1033i-3group.comLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 271 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- DEARBORN LIFE INSURANCE COMPANY5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
94%top
- TRUENORTH COMPANIES LC94%
- KYLE D MERTZ6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
I3 GROUP, INC. 401(K) PLAN AND TRUST
401k
Assets$34.1M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTERIOR INVESTMENTS WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.1M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | I3 GROUP, INC. 401(K) PLAN AND TRUST | 401k | $34.1M | 455 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTERIOR INVESTMENTS WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.1M | 271 | 2024 |
Retirement plans
Welfare plans