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Sponsor portfolio

IRI CONSULTANTS, INC.

EIN 38-2349424-Latest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$120K premiums
Participants
270
66751 GRATIOT AVENUE, SUITE 142 - RICHMOND, MI 48062313-774-0259
Plans on this EIN
2 filings
#001401k-$11.5M - 142 part#501Mixed-$120K - 220 lives

Benefits portfolio analytics

1 plan / $120K premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$40K
  • Other$39K
  • Long-term disability$21K
  • Life$20K
  • Vision$11K
  • Short-term disability$10K
Total $120K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY67%
  • AETNA LIFE INSURANCE COMPANY33%
Total $120K2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MERCER HEALTH AND BENEFITS, LLC87%
  • MILLENNIUM CORPORATE SOLUTIONS13%
Total $18K2 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

THE TRUSTEES OF IRI CONSULTANTS, INC. RETIREMENT PLAN

401k

Assets$11.5M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IRI CONSULTANTS, INC. DBA PEOPLE RESULTS WRAP BENEFIT PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$120K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE TRUSTEES OF IRI CONSULTANTS, INC. RETIREMENT PLAN401k$11.5M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IRI CONSULTANTS, INC. DBA PEOPLE RESULTS WRAP BENEFIT PLANMixedAETNA LIFE INSURANCE COMPANY$120K2202025
Retirement plans
Welfare plans
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