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Sponsor portfolio

IFS NORTH AMERICA, INC.

EIN 39-1292200-computer software-Latest filing 2024
Plans
2
Retirement
1
$195.6M assets
Welfare
1
$12.1M premiums
Participants
1,703
300 PARK BOULEVARD #350 - ITASCA, IL 60143888-437-4968LinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$195.6M - 979 part#501Fully Insured-$12.1M - 1,429 lives

Benefits portfolio analytics

1 plan / $12.1M premiums / 1,429 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.3M
  • Dental$11.3M
  • Vision$11.3M
  • Prescription drug$11.3M
  • Other$585K
  • Life$399K
  • +2 more
Total $12.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • ARAG INSURANCE COMPANY0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $12.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MERCER HEALTH AND BENEFITS, LLC67%
  • EOI SERVICE COMPANY INC28%
  • FMLASOURCE INC5%
Total $244K3 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

IFS NORTH AMERICA 401(K) PLAN

401k

Assets$195.6M
Participants979
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE AND FRINGE BENEFIT PLANS FOR EMPLOYEES OF IFS NORTH AMERICA, INC.

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$12.1M
Covered lives1,429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IFS NORTH AMERICA 401(K) PLAN401k$195.6M9792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE AND FRINGE BENEFIT PLANS FOR EMPLOYEES OF IFS NORTH AMERICA, INC.Fully InsuredAETNA LIFE INSURANCE COMPANY$12.1M1,4292024
Retirement plans
Welfare plans
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