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Sponsor portfolio

IVENTURE SOLUTIONS, INC.

EIN 59-3673725-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$1.7M premiums
Participants
375
7775 BELFORT PARKWAY - JACKSONVILLE, FL 32256904-332-8645iventuresolutions.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$13.7M - 207 part#501Fully Insured-$1.7M - 168 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$214K
  • Dental$204K
  • Vision$204K
  • Life$204K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BROWN & BROWN INSURANCE SERVICES90%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC7%
  • PETER HAGER2%
  • MFB FINANCIAL INC1%
  • LYNNE HEALY0%
  • +3 more
Total $155K8 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

IVENTURE SOLUTIONS, INC. 401K P/S PLAN

401k

Assets$13.7M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IVENTURE SOLUTIONS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IVENTURE SOLUTIONS, INC. 401K P/S PLAN401k$13.7M2072025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IVENTURE SOLUTIONS HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.7M1682025
Retirement plans
Welfare plans
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