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Sponsor portfolio

ICONA MANAGEMENT, LLC D/B/A ICONA DIAMOND BEACH

EIN 46-3829272-Accommodation and Food Services-Latest filing 2025
Plans
6
Retirement
1
$2.2M assets
Welfare
5
$796K premiums
Participants
957
9701 ATLANTIC AVE - WILDWOOD CREST, NJ 08260215-680-2122
Plans on this EIN
6 filings
#001401k-$2.2M - 447 part#501Fully Insured-$788K - 121 lives#503Fully Insured-$8K - 84 lives#502Self Funded-0 lives#504Mixed-102 lives#505Self Funded-0 lives

Benefits portfolio analytics

5 plans / $796K premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$788K
  • Prescription drug$788K
  • Other$788K
  • Vision$8K
Total $796K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • SWIFT MD (TELEMEDICINE MANAGEMENT)0%
Total $796K3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • CREATIVE BENEFITS, INC.75%
  • MARSH & MCLENNAN AGENCY LLC25%
Total $41K2 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

ICONA MANAGEMENT 401(K) PLAN

401k

Assets$2.2M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNITEDHEALTH CARE INSURANCE COMPANY

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$788K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

VISION BENEFITS OF AMERICA

Fully Insured - VISION BENEFITS OF AMERICA

Premiums$8K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

GUARDIAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

SWIFT MD TELEHEALTH

Mixed - SWIFT MD

Premiums$0
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

AMERIFLEX

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ICONA MANAGEMENT 401(K) PLAN401k$2.2M4472025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNITEDHEALTH CARE INSURANCE COMPANYFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$788K1212024
503VISION BENEFITS OF AMERICAFully InsuredVISION BENEFITS OF AMERICA$8K842024
502GUARDIANSelf Funded-$002024
504SWIFT MD TELEHEALTHMixedSWIFT MD$01022024
505AMERIFLEXSelf Funded-$002024
Retirement plans
Welfare plans
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