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Sponsor portfolio

INVESTORS HERITAGE CAPITAL CORPORATION

EIN 61-6030333-Latest filing 2025
Plans
3
Retirement
2
$34.6M assets
Welfare
1
$1.0M premiums
Participants
347
200 CAPITAL AVENUE - FRANKFORT, KY 406012833800-422-2011
Plans on this EIN
3 filings
#001TraditionalDB-$17.9M - 103 part#004401k-$16.7M - 137 part#501Fully Insured-$1.0M - 178 lives

Retirement portfolio analytics

2 plans aggregated / $34.6M assets / 240 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • EMPLOYEE RETIREMENT PLAN (#001)52%
  • 401(K) RETIREMENT PLAN (#004)48%
Total $34.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#004)137
  • EMPLOYEE RETIREMENT PLAN (#001)103
Total 240Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA6%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • ACCRETIVE WHOLESALE INSURANCE SERVI64%
  • ALLIANT INSURANCE SERVICES, INC.36%
Total $44K2 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

IHCC EMPLOYEE RETIREMENT PLAN

TraditionalDB

Assets$17.9M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

IHCC 401(K) RETIREMENT PLAN

401k

Assets$16.7M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVESTORS HERITAGE CAPITAL CORPORATION

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$1.0M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001IHCC EMPLOYEE RETIREMENT PLANTraditionalDB$17.9M1032024
004IHCC 401(K) RETIREMENT PLAN401k$16.7M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVESTORS HERITAGE CAPITAL CORPORATIONFully InsuredANTHEM HEALTH PLANS OF KY, INC.$1.0M1782025
Retirement plans
Welfare plans
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