PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INTEROS INC.
Sponsor portfolio

INTEROS INC.

EIN 43-2073849-computer software-Latest filing 2024
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$1.7M premiums
Participants
497
4040 FAIRFAX DRIVE, SUITE 800 - ARLINGTON, VA 22203817-360-1087interos.aiLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$16.4M - 373 part#502Fully Insured-$1.7M - 223 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.1M
  • Vision$1.1M
  • Prescription drug$1.1M
  • Other$88K
  • Life$67K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • AETNA LIFE INSURANCE COMPANY61%
  • INNOVATION HEALTH34%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INTEROS INC. 401(K) PLAN

401k

Assets$16.4M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INTEROS WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEROS INC. 401(K) PLAN401k$16.4M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INTEROS WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.7M2232024
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