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Sponsor portfolioTH

INSPEREX HOLDINGS LLC

EIN 36-4366344-Latest filing 2025
Plans
2
Retirement
1
$50.0M assets
Welfare
1
$1.6M premiums
Participants
433
25 SE 4TH AVENUE, SUITE 400 - DELRAY BEACH, FL 33483561-416-6184
Plans on this EIN
2 filings
#001401k-$50.0M - 240 part#501Fully Insured-$1.6M - 422 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$236K
  • Other$172K
  • Life$129K
  • Long-term disability$52K
  • Short-term disability$41K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY71%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • EYEMED VISION CARE1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • RSC INSURANCE BROKERAGE INC45%
  • RISK STRATEGIES COMPANY45%
  • SELMAN & COMPANY, LLC6%
  • LAROCCA AND ASSOCIATES INC1%
  • JOSEPH ANTHONY LAROCCA1%
Total $149K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INSPEREX HOLDINGS LLC 401K PLAN

401k

Assets$50.0M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSPEREX HOLDINGS WELFARE BENEFIT PLANS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSPEREX HOLDINGS LLC 401K PLAN401k$50.0M2402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSPEREX HOLDINGS WELFARE BENEFIT PLANSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.6M4222025
Retirement plans
Welfare plans
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