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Sponsor portfolio

INDICOR, LLC

EIN 42-1445752-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$184.8M assets
Welfare
1
$2.7M premiums
Participants
2,578
11605 NORTH COMMUNITY HOUSE ROAD, SUITE 250 - CHARLOTTE, NC 28277813-410-4221indicor.comLinkedIn1001-5000 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#001401k-$140.7M - 1,032 part#002401k-$44.1M - 277 part#501Mixed-$2.7M - 1,256 lives

Retirement portfolio analytics

2 plans aggregated / $184.8M assets / 1,309 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • SAVINGS PLAN 103 (#001)76%
  • SAVINGS PLAN 104 (#002)24%
Total $184.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $184.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN 103 (#001)1,032
  • SAVINGS PLAN 104 (#002)277
Total 1,309Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 1,256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$1.1M
  • Life$801K
  • Long-term disability$801K
  • Vision$141K
Total $2.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • HARVARD PILGRIM HEALTH CARE55%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
  • VISION SERVICE PLAN5%
  • TELUS HEALTH (US) LTD.1%
Total $2.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • LOCKTON COMPANIES, LLC98%
  • AP BENEFIT ADVISORS, LLC2%
Total $136K2 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

INDICOR RETIREMENT SAVINGS PLAN 103

401k

Assets$140.7M
Participants1,032
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INDICOR RETIREMENT SAVINGS PLAN 104

401k

Assets$44.1M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INDICOR, LLC WELFARE BENEFIT PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$2.7M
Covered lives1,256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INDICOR RETIREMENT SAVINGS PLAN 103401k$140.7M1,0322024
002INDICOR RETIREMENT SAVINGS PLAN 104401k$44.1M2772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDICOR, LLC WELFARE BENEFIT PLANMixedHARVARD PILGRIM HEALTH CARE$2.7M1,2562025
Retirement plans
Welfare plans
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