Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INSURANCE OFFICE OF AMERICA, INC.
EIN 59-2472656insuranceLatest filing 2024
Plans
2
Retirement
2
$92.9M assets
Welfare
0
Participants
2,719
1855 WEST STATE ROAD 434 - LONGWOOD, FL 32750407-788-3000ioausa.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $92.9M assets / 2,719 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSURANCE OFFICE OF AMERICA 401(K) PLAN
401k
Assets$84.1M
Participants1,439
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.7M
Participants1,280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSURANCE OFFICE OF AMERICA 401(K) PLAN | 401k | $84.1M | 1,439 | 2024 | |
| 002 | INSURANCE OFFICE OF AMERICA, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.7M | 1,280 | 2024 |
Retirement plans
Welfare plans