PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BLUE ACORN ICI, INC.
Sponsor portfolio

BLUE ACORN ICI, INC.

EIN 38-4066461-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$17.1M assets
Welfare
1
$1.6M premiums
Participants
336
4000 WESTCHASE BOULEVARD, SUITE 280 - RALEIGH, NC 27607919-609-9419blueringai.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$17.1M - 336 part#501Fully Insured-$1.6M - 314 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 314 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Vision$1.4M
  • Prescription drug$1.4M
  • Dental$107K
  • Other$80K
  • Life$52K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA7%
  • SYMETRA LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • FRANK WOODY, III56%
  • GALLAGHER BENEFIT SERVICES, INC.26%
  • IMA, INC.7%
  • LUKE FERGUSON6%
  • MOSAIC GROUP SERVICES5%
Total $73K5 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

BLUE ACORN ICI, INC. 401(K) PLAN

401k

Assets$17.1M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLUE ACORN, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$1.6M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLUE ACORN ICI, INC. 401(K) PLAN401k$17.1M3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLUE ACORN, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$1.6M3142025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica