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Sponsor portfolioTH

INSTRUMENT TRANSFORMERS, LLC

EIN 59-1582077-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$28.9M assets
Welfare
1
$6.4M premiums
Participants
1,280
1907 CALUMET ST - CLEARWATER, FL 337651108727-461-9413LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$28.9M - 678 part#510Mixed-$6.4M - 602 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 602 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$269K
  • Long-term disability$269K
  • Other$269K
  • Dental$109K
Total $6.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
Total $6.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
172%top
  • MCGRIFF INSURANCE SERVICES INC172%
  • MARSH & MCLENNAN AGENCY LLC-72%
Total $47K2 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

ITI 401(K) PLAN

401k

Assets$28.9M
Participants678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

INSTRUMENT TRANSFORMERS, LLC EMPLOYEE WELFARE BENEFITS PLAN

Mixed - AETNA HEALTH, INC.

Premiums$6.4M
Covered lives602
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ITI 401(K) PLAN401k$28.9M6782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510INSTRUMENT TRANSFORMERS, LLC EMPLOYEE WELFARE BENEFITS PLANMixedAETNA HEALTH, INC.$6.4M6022025
Retirement plans
Welfare plans
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