Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Health$983K
- Dental$983K
- Vision$983K
- Life$79K
- Short-term disability$35K
- +1 more
Sponsor portfolio
THE INTELLEKT GROUP
EIN 47-4526395information servicesLatest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$1.1M premiums
Participants
420
1777 NE LOOP 410, SUITE 600 - SAN ANTONIO, TX 78217210-664-3362theintellektgroup.comLinkedIn51-200 employeesinformation services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 509 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- UNITEDHEALTHCARE INSURANCE COMPANY87%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE INTELLEKT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.4M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE INTELLEKT GROUP WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE INTELLEKT GROUP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.4M | 246 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE INTELLEKT GROUP WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 509 | 2025 |
Retirement plans
Welfare plans