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Sponsor portfolio

ISLAND CAPITAL GROUP LLC

EIN 36-4525612-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$79.4M assets
Welfare
1
$2.4M premiums
Participants
653
124 VERDAE BLVD, SUITE 506 - GREENVILLE, SC 29607864-331-0304
Plans on this EIN
2 filings
#001401k-$79.4M - 455 part#502Mewa-$2.4M - 196 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Vision$2.3M
  • Life$47K
  • Other$47K
  • Long-term disability$27K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • STANDARD INSURANCE COMPANY3%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ASSUREDPARTNERS72%
  • USI INSURANCE SERVICES LLC28%
Total $46K2 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

ISLAND CAPITAL GROUP LLC 401(K) PLAN

401k

Assets$79.4M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ISLAND CAPITAL GROUP LLC EMPLOYEE BENEFIT PLAN

Mewa - AETNA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ISLAND CAPITAL GROUP LLC 401(K) PLAN401k$79.4M4552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ISLAND CAPITAL GROUP LLC EMPLOYEE BENEFIT PLANMewaAETNA LIFE INSURANCE COMPANY$2.4M1962025
Retirement plans
Welfare plans
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