Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ICR, INC.
EIN 46-4395469defense & spaceLatest filing 2025
Plans
3
Retirement
2
$169.4M assets
Welfare
1
$6.4M premiums
Participants
2,481
6200 SOUTH MAIN STREET, SUITE 200 - AURORA, CO 80016720-728-7032icr-team.comLinkedIn501-1000 employeesdefense & space
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $169.4M assets / 1,652 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.4M premiums / 1,083 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Other$1.4M
- Dental$1.4M
- Vision$1.4M
- Life$1.4M
- Short-term disability$1.4M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
78%top
- BLUE CROSS OF CALIFORNIA78%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA21%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
88%top
- PATRIOT GROWTH INSURANCE SERVICES88%
- CENTERSTONE INSURANCE AND FINANCIAL7%
- TRUE NETWORK ADVISORS3%
- ROGERS BENEFIT GROUP INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ICR, INC. RETIREMENT TRUST
401k
Assets$92.6M
Participants868
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ICR INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$76.8M
Participants784
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ICR, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$6.4M
Covered lives1,083
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ICR, INC. RETIREMENT TRUST | 401k | $92.6M | 868 | 2024 | |
| 002 | ICR INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $76.8M | 784 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ICR, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $6.4M | 1,083 | 2025 |
Retirement plans
Welfare plans