Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$942K
- Dental$186K
- Vision$186K
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
Sponsor portfolio
INFOVERITY U.S., INC.
EIN 45-2428631information servicesLatest filing 2024
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$1.1M premiums
Participants
386
5131 POST ROAD, SUITE 220 - DUBLIN, OH 43017614-327-5173infoverity.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 309 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- PRINCIPAL LIFE INSURANCE COMPANY16%
Broker market share
Schedule A broker compensation
41%top
- MARSH & MCLENNAN AGENCY LLC41%
- JANET LYNN HORSTMAN40%
- GIS BENEFITS INC13%
- CENTERSTONE INSURANCE AND FINANCIAL5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INFOVERITY RETIREMENT TRUST
401k
Assets$20.0M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INFOVERITY U.S., INC. EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INFOVERITY RETIREMENT TRUST | 401k | $20.0M | 237 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INFOVERITY U.S., INC. EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 309 | 2024 |
Retirement plans
Welfare plans