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Sponsor portfolio

INSIGNEO SECURITIES, LLC

EIN 65-0886254-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$13.6M assets
Welfare
1
$3.1M premiums
Participants
421
235 CALLE FEDERICO COSTAS, PARQUE LAS AMERICAS 1, SUITE 101 - SAN JUAN, PR 00918787-425-5710
Plans on this EIN
3 filings
#001401k-$11.3M - 167 part#002ProfitSharing-$2.3M - 38 part#501Fully Insured-$3.1M - 472 lives

Retirement portfolio analytics

2 plans aggregated / $13.6M assets / 205 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • SECURITIES, LLC 401(K) (#001)83%
  • PLAN RETIREMENT PLAN (#002)17%
Total $13.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • ALERUS FINANCIAL, N.A.83%
  • (Not disclosed)17%
Total $13.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SECURITIES, LLC 401(K) (#001)167
  • PLAN RETIREMENT PLAN (#002)38
Total 205Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 472 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$751K
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
Total $3.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • AMERITAS LIFE INSURANCE CORP.13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ACRISURE LLC85%
  • NATIONAL AGENCY SOLUTIONS LLC9%
  • WENDOLYN ISOLA3%
  • JANET IBANEZ1%
  • CHERYL ANN HERNANDEZ1%
  • +3 more
Total $305K8 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

INSIGNEO SECURITIES, LLC 401(K) PLAN

401k

Assets$11.3M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

INSIGNEO RETIREMENT PLAN RETIREMENT PLAN

ProfitSharing

Assets$2.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSIGNEO SECURITIES, LLC

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$3.1M
Covered lives472
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001INSIGNEO SECURITIES, LLC 401(K) PLAN401k$11.3M1672024
002INSIGNEO RETIREMENT PLAN RETIREMENT PLANProfitSharing$2.3M382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSIGNEO SECURITIES, LLCFully InsuredAETNA LIFE INSURANCE CO.$3.1M4722025
Retirement plans
Welfare plans
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