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Sponsor portfolio

INTEGRITY ASSET MANAGEMENT, LLC

EIN 68-0558066-financial services-Latest filing 2025
Plans
4
Retirement
1
$1.2M assets
Welfare
3
$272K premiums
Participants
895
140 WEST CASTELLANO, SUITE A-1 - EL PASO, TX 79912915-772-5170iwmaviation.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
4 filings
#002401k-$1.2M - 307 part#502Mixed-$195K - 209 lives#503Fully Insured-$64K - 235 lives#501Fully Insured-$13K - 272 lives

Benefits portfolio analytics

3 plans / $272K premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$208K
  • Other$208K
  • Short-term disability$195K
  • Dental$64K
  • Vision$64K
Total $272K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • AMERITAS LIFE INSURANCE CORP.23%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA5%
Total $272K3 slices

Broker market share

Schedule A broker compensation

Split broker
46%top
  • USI INSURANCE SERVICES LLC46%
  • HUB INTERNATIONAL MIDWEST LIMITED21%
  • D&I INTERNATIONAL PARTERS, INC.11%
  • DANIEL ROJAS8%
  • JORGE DUENAS6%
  • +2 more
Total $58K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INTEGRITY ASSET MANAGEMENT 401(K) PLAN

401k

Assets$1.2M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

INTEGRITY ASSET MANAGEMENT, LLC

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$195K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

INTEGRITY ASSET MANAGEMENT, LLC

Fully Insured - AMERITAS LIFE INSURANCE CORPORATION

Premiums$64K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

INTEGRITY ASSET MANAGEMENT, LLC

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$13K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INTEGRITY ASSET MANAGEMENT 401(K) PLAN401k$1.2M3072024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502INTEGRITY ASSET MANAGEMENT, LLCMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$195K2092025
503INTEGRITY ASSET MANAGEMENT, LLCFully InsuredAMERITAS LIFE INSURANCE CORPORATION$64K2352025
501INTEGRITY ASSET MANAGEMENT, LLCFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$13K2722025
Retirement plans
Welfare plans
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