Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Vision$1.6M
- Life$1.6M
- Short-term disability$1.6M
- Long-term disability$1.6M
- Prescription drug$1.6M
- +2 more
Sponsor portfolio
INDEPENDENCE HOLDING COMPANY
EIN 58-1407235insuranceLatest filing 2024
Plans
2
Retirement
1
$36.8M assets
Welfare
1
$1.8M premiums
Participants
535
96 CUMMINGS POINT ROAD - STAMFORD, CT 06902203-358-8000independenceholding.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 468 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
100%top
- EMPLOYEE BENEFITS INTL AZ INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDEPENDENCE HOLDING COMPANY RETIREMENT PLAN
401k
Assets$36.8M
Participants360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
INDEPENDENCE HOLDING COMPANY EMPLOYEE BENEFIT MEDICAL PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDEPENDENCE HOLDING COMPANY RETIREMENT PLAN | 401k | $36.8M | 360 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | INDEPENDENCE HOLDING COMPANY EMPLOYEE BENEFIT MEDICAL PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 468 | 2024 |
Retirement plans
Welfare plans