Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$66K
- Long-term disability$66K
- Stop-loss$56K
Sponsor portfolio
INTERCITY INVESTMENTS, INC.
EIN 75-1795567real estateLatest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$123K premiums
Participants
114
4301 WESTSIDE DR STE 100 - DALLAS, TX 752096570214-520-2565intercityinvestments.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $123K premiums / 66 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- SUN LIFE ASSURANCE COMPANY OF CANADA54%
- ZURICH AMERICAN INSURANCE COMPANY46%
Broker market share
Schedule A broker compensation
66%top
- CROWN RISK MANAGEMENT, LLC66%
- CLOY DAVID FEACHEN / NEXCALIBER27%
- MSLM INSURANCE MARKETING7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTERCITY INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$13.3M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
INTERCITY INVESTMENTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$123K
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERCITY INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN | 401k | $13.3M | 83 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | INTERCITY INVESTMENTS, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $123K | 66 | 2025 |
Retirement plans
Welfare plans