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Sponsor portfolio

INTERPLAN LLC

EIN 59-3667640-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$1.4M premiums
Participants
369
220 E CENTRAL PARKWAY, STE 4000 - ALTAMONTE SPRINGS, FL 32701407-645-5008
Plans on this EIN
2 filings
#001401k-$10.5M - 213 part#510Mixed-$1.4M - 156 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Vision$86K
  • Long-term disability$29K
  • Short-term disability$22K
  • Life$5K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • UPMC HEALTH OPTIONS23%
  • COMBINED INSURANCE COMPANY OF AMERICA5%
  • USABLE LIFE4%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ADMINISTRATORS ADVISORY GROUP100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INTERPLAN LLC PROFIT SHARING 401(K) PLAN

401k

Assets$10.5M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

INTERPLAN LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTERPLAN LLC PROFIT SHARING 401(K) PLAN401k$10.5M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510INTERPLAN LLC EMPLOYEE WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1562025
Retirement plans
Welfare plans
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