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Sponsor portfolio

IAT INSURANCE GROUP INC.

EIN 56-1171691-insurance-Latest filing 2024
Plans
2
Retirement
1
$287.9M assets
Welfare
1
$2.0M premiums
Participants
2,336
4200 SIX FORKS RD, STE 1400 - RALEIGH, NC 276092681919-831-1870iatinsurancegroup.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#003401k-$287.9M - 1,500 part#501Mixed-$2.0M - 2,461 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,461 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Short-term disability$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
  • Dental$543K
  • Vision$87K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • METROPOLITAN LIFE INSURANCE COMPANY68%
  • DELTA DENTAL OF CALIFORNIA27%
  • EYEMED VISION CARE4%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $229K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$287.9M
Participants1,500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH CARE PLAN OF THE EMPLOYEES OF IAT INSURANCE GROUP INC

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives2,461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003IAT INSURANCE GROUP, INC. PROFIT SHARING 401(K) PLAN401k$287.9M1,5002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH CARE PLAN OF THE EMPLOYEES OF IAT INSURANCE GROUP INCMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.0M2,4612024
Retirement plans
Welfare plans
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