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Sponsor portfolio

ITENTIAL, INC.

EIN 46-4934449-computer software-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$2.3M premiums
Participants
399
1350 SPRING ST NW STE 200 - ATLANTA, GA 30309800-404-5617itential.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$17.7M - 228 part#501Fully Insured-$2.3M - 287 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $114K1 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

ITENTIAL, INC. RETIREMENT PLAN

401k

Assets$17.7M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ITENTIAL, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.

Premiums$2.3M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ITENTIAL, INC. RETIREMENT PLAN401k$17.7M2282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ITENTIAL, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.$2.3M2872025
Retirement plans
Welfare plans
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