PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Investors Heritage Capital Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Investors Heritage Capital Corporation

EIN 61-6030333-Management of Companies and Enterprises-Latest filing 2025
Plans
3
Retirement
2
$36.7M assets
Health & Benefits
1
$1.0M premiums
Participants
355
200 CAPITAL AVENUE - FRANKFORT, KY 406012833502-223-2361
Plans on this EIN
3 filings
#004401(k)-$19.0M - 148 part#001Traditional DB-$17.8M - 100 part#501Fully insured-$1.0M - 178 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $36.7M assets / 248 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#004)$19.0M
  • EMPLOYEE RETIREMENT PLAN (#001)$17.8M
Total $36.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#004)148
  • EMPLOYEE RETIREMENT PLAN (#001)100
Total 248Select a row to open it

Benefits portfolio analytics

1 plan / $1.0M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$885K
  • Dental$49K
  • Other$40K
  • Long-term disability$19K
  • Life$18K
  • Vision$9K
Total $1.0M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

IHCC 401(K) RETIREMENT PLAN

401(k)

Assets$19.0M
Participants148
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

IHCC EMPLOYEE RETIREMENT PLAN

Traditional DB

Assets$17.8M
Participants100
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

INVESTORS HERITAGE CAPITAL CORPORATION

Fully insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$1.0M
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004IHCC 401(K) RETIREMENT PLAN401(k)$19.0M1482025
#001IHCC EMPLOYEE RETIREMENT PLANTraditional DB$17.8M1002025
  • IHCC 401(K) RETIREMENT PLAN$19.0M
    #004 · 401(k) · 2025148
  • IHCC EMPLOYEE RETIREMENT PLAN$17.8M
    #001 · Traditional DB · 2025100

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501INVESTORS HERITAGE CAPITAL CORPORATIONFully insuredANTHEM HEALTH PLANS OF KY, INC.$1.0M1782025
  • INVESTORS HERITAGE CAPITAL CORPORATION$1.0M
    #501 · Fully insured · ANTHEM HEALTH PLANS OF KY, INC. · 2025178
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica