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Sponsor portfolio

INTEGRATED FINANCE AND ACCOUNTING SOLUTIONS

EIN 51-0615428-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$2.8M premiums
Participants
466
1909 K STREET NW, SUITE 340 - WASHINGTON, DC 20006
Plans on this EIN
2 filings
#001401k-$4.2M - 279 part#501Fully Insured-$2.8M - 187 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Vision$2.7M
  • Prescription drug$2.7M
  • Other$108K
  • Life$97K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • USI INSURANCE SERVICES LLC47%
  • RIGGS COUNSELMAN MICHAELS & DOWNES46%
  • RCM&D INC.7%
  • UNKNOWN1%
  • CENTRO BENEFITS RESEARCH LLC0%
  • +1 more
Total $80K6 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

IFAS SMART SAVINGS PLAN

401k

Assets$4.2M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IFAS HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IFAS SMART SAVINGS PLAN401k$4.2M2792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IFAS HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M1872025
Retirement plans
Welfare plans
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