PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INTERNAL DATA RESOURCES INC
Sponsor portfolioTH

INTERNAL DATA RESOURCES INC

EIN 58-2389124-Latest filing 2025
Plans
3
Retirement
2
$20.3M assets
Welfare
1
$444K premiums
Participants
1,776
1120 SANCTUARY PARKWAY, SUITE 150 - ALPHARETTA, GA 30009770-671-0040
Plans on this EIN
3 filings
#002ESOP-$13.5M - 491 part#001401k-$6.9M - 547 part#501Mixed-$444K - 733 lives

Retirement portfolio analytics

2 plans aggregated / $20.3M assets / 1,038 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#002)66%
  • P/ S PLAN (#001)34%
Total $20.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P/ S PLAN (#001)547
  • EMPLOYEE STOCK OWNERSHIP (#002)491
Total 1,038Click row to drill in

Benefits portfolio analytics

1 plan / $444K premiums / 733 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$246K
  • Long-term disability$246K
  • Other$246K
  • Dental$198K
  • Vision$198K
Total $444K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY55%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
Total $444K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • OAKBRIDGE INSURANCE AGENCY, LLC100%
  • STERLING SEACREST PRITCHARD, INC.0%
Total $66K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INTERNAL DATA RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.5M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTERNAL DATA RESOURCES, INC. 401(K) P/ S PLAN

401k

Assets$6.9M
Participants547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERNAL DATA RESOURCES WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$444K
Covered lives733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INTERNAL DATA RESOURCES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$13.5M4912024
001INTERNAL DATA RESOURCES, INC. 401(K) P/ S PLAN401k$6.9M5472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERNAL DATA RESOURCES WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$444K7332025
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