Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$286K
- Short-term disability$286K
- Long-term disability$286K
- Other$286K
- Dental$228K
- Prescription drug$205K
- +2 more
Sponsor portfolio
ION FINANCIAL, MHC
EIN 57-1223365bankingLatest filing 2025
Plans
2
Retirement
1
$60.7M assets
Welfare
1
$873K premiums
Participants
972
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $873K premiums / 554 covered livesCarrier market share
Premium dollars by Schedule A carrier
33%top
- THE STANDARD33%
- AETNA LIFE INSURANCE COMPANY26%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY23%
- UNITED AMERICAN INSURANCE COMPANY15%
- EYEMED VISION CARE3%
Broker market share
Schedule A broker compensation
51%top
- HUB INTERNATIONAL MIDWEST LIMITED51%
- HEALTH INSURANCE SERVICES49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ION FINANCIAL, MHC 401K PLAN
401k
Assets$60.7M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
ION FINANCIAL, MHC CONSOLIDATED HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - STANDARD LIFE INSURANCE COMPANY
Premiums$873K
Covered lives554
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ION FINANCIAL, MHC 401K PLAN | 401k | $60.7M | 560 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | ION FINANCIAL, MHC CONSOLIDATED HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | STANDARD LIFE INSURANCE COMPANY | $873K | 554 | 2025 |
Retirement plans
Welfare plans