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Sponsor portfolio

INGENESIS, INC.

EIN 74-2963430-staffing and recruiting-Latest filing 2024
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$474K premiums
Participants
1,859
18756 STONE OAK PARKWAY SUITE 200 - SAN ANTONIO, TX 78258210-366-0033ingenesis.comLinkedIn5001-10000 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$12.5M - 1,478 part#504Mixed-$474K - 519 lives

Benefits portfolio analytics

1 plan / $474K premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$308K
  • Dental$147K
  • Short-term disability$135K
  • Long-term disability$115K
  • Life$30K
  • Vision$19K
Total $474K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY65%
  • BLUE CROSS OF CALIFORNIA31%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $474K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SWBC LIFE INSURANCE AGENCY, INC.100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INGENESIS, INC. 401K PLAN

401k

Assets$12.5M
Participants1,478
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

INGENESIS,INC. HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$474K
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INGENESIS, INC. 401K PLAN401k$12.5M1,4782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504INGENESIS,INC. HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF TEXAS$474K5192024
Retirement plans
Welfare plans
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