PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INVERIS TRAINING SOLUTIONS, LLC
Sponsor portfolio

INVERIS TRAINING SOLUTIONS, LLC

EIN 58-2272995-Latest filing 2025
Plans
8
Retirement
1
$49.7M assets
Welfare
7
$2.9M premiums
Participants
442
296 BROGDON ROAD - SUWANEE, GA 30024678-288-1090
Plans on this EIN
8 filings
#001401k-$49.7M - 267 part#502Fully Insured-$2.8M - 314 lives#510Fully Insured-$24K - 387 lives#503Fully Insured-$12K - 220 lives#506Fully Insured-$9K - 220 lives#508Fully Insured-$7K - 231 lives#504Fully Insured-$2K - 220 lives#509Fully Insured-$253 - 195 lives

Benefits portfolio analytics

7 plans / $2.9M premiums / 1,787 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Prescription drug$2.8M
  • Vision$24K
  • Other$20K
  • Life$12K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • AMERITAS LIFE INSURANCE CORP.1%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK1%
  • HARTFORD LIFE AND ACCIDENT0%
  • AETNA LIFE INSURANCE COMPANY0%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $163K2 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

INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN

401k

Assets$49.7M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INVERIS TRAINING SOLUTIONS, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives314
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

INVERIS TRAINING SOLUTIONS, INC. WELFARE BENEFIT PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$24K
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLAN

Fully Insured - NEW YORK LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$12K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLAN

Fully Insured - NEW YORK LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$9K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLAN

Fully Insured - HARTFORD FIRE INSURANCE COMPANY

Premiums$7K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLAN

Fully Insured - NEW YORK LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

INVERIS TRAINING SOLUTIONS, INC. WELFARE BENEFIT PLAN

Fully Insured - AETNA BEHAVIORAL HEALTH, LLC

Premiums$253
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVERIS TRAINING SOLUTIONS, INC. 401(K) PLAN401k$49.7M2672024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INVERIS TRAINING SOLUTIONS, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.8M3142025
510INVERIS TRAINING SOLUTIONS, INC. WELFARE BENEFIT PLANFully InsuredAMERITAS LIFE INSURANCE CORPORATION$24K3872025
503INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLANFully InsuredNEW YORK LIFE INSURANCE COMPANY OF NORTH AMERICA$12K2202025
506INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLANFully InsuredNEW YORK LIFE INSURANCE COMPANY OF NORTH AMERICA$9K2202025
508INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLANFully InsuredHARTFORD FIRE INSURANCE COMPANY$7K2312025
504INVERIS TRAINING SOLUTIONS, LLC. WELFARE BENEFIT PLANFully InsuredNEW YORK LIFE INSURANCE COMPANY OF NORTH AMERICA$2K2202025
509INVERIS TRAINING SOLUTIONS, INC. WELFARE BENEFIT PLANFully InsuredAETNA BEHAVIORAL HEALTH, LLC$2531952025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica