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Sponsor portfolio

INTELLIBRIDGE, LLC

EIN 65-1313681-Latest filing 2025
Plans
2
Retirement
1
$92.9M assets
Welfare
1
$891K premiums
Participants
2,051
1430 SPRING HILL ROAD, SUITE 200 - MCLEAN, VA 22102571-499-4150
Plans on this EIN
2 filings
#001401k-$92.9M - 1,546 part#501Mixed-$891K - 825 lives

Benefits portfolio analytics

1 plan / $891K premiums / 825 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$475K
  • Life$350K
  • Long-term disability$350K
  • Other$350K
  • Vision$66K
Total $891K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • SUN LIFE ASSURANCE COMPANY OF CANADA39%
  • VISION SERVICE PLAN7%
Total $891K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • TOTALIS BENEFITS56%
  • JAMES R NELLIGAN & ASSOCIATES LLC30%
  • NFP INSURANCE SERVICES INC15%
Total $22K3 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

INTELLIBRIDGE 401K PLAN

401k

Assets$92.9M
Participants1,546
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTELLIBRIDGE, LLC WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF VIRGINIA

Premiums$891K
Covered lives825
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTELLIBRIDGE 401K PLAN401k$92.9M1,5462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTELLIBRIDGE, LLC WELFARE BENEFIT PLANMixedDELTA DENTAL OF VIRGINIA$891K8252025
Retirement plans
Welfare plans
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