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Sponsor portfolio

IPEX USA, LLC

EIN 51-0368062-Latest filing 2025
Plans
3
Retirement
1
$63.6M assets
Welfare
2
$3.7M premiums
Participants
6,208
10100 RODNEY STREET - PINEVILLE, NC 28134704-889-2431
Plans on this EIN
3 filings
#001401k-$63.6M - 2,497 part#503Fully Insured-$3.7M - 3,537 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.7M premiums / 3,537 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.1M
  • Dental$1.0M
  • Vision$1.0M
  • Short-term disability$875K
  • Long-term disability$635K
Total $3.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY69%
  • AMERITAS LIFE INSURANCE CORP.27%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • TELUS HEALTH (US) LTD.1%
Total $3.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $245K1 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

IPEX USA LLC SAVINGS PLAN

401k

Assets$63.6M
Participants2,497
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

IPEX USA, LLC EMPLOYEE WELFARE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives3,537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

IPEX USA, LLC EMPLOYEE HEALTH PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IPEX USA LLC SAVINGS PLAN401k$63.6M2,4972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503IPEX USA, LLC EMPLOYEE WELFARE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$3.7M3,5372025
502IPEX USA, LLC EMPLOYEE HEALTH PLANSelf Funded-$002025
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