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Sponsor portfolioTH

IES HOLDINGS, INC.

EIN 76-0542208-Latest filing 2025
Plans
2
Retirement
1
$233.8M assets
Welfare
1
$8.8M premiums
Participants
21,786
13131 DAIRY ASHFORD ROAD, SUITE 500 - SUGAR LAND, TX 77478713-860-1500
Plans on this EIN
2 filings
#001401k-$233.8M - 11,280 part#501Fully Insured-$8.8M - 10,506 lives

Benefits portfolio analytics

1 plan / $8.8M premiums / 10,506 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.0M
  • Dental$6.9M
  • Vision$6.9M
  • Life$6.9M
  • Short-term disability$6.9M
  • Long-term disability$6.9M
  • +2 more
Total $8.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • METROPOLITAN LIFE INSURANCE COMPANY79%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • CARE-PLUS DENTAL PLANS, INC.0%
Total $8.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • NAYYA HEALTH INSURANCE CENTER SVCS3%
Total $222K2 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

IES HOLDINGS, INC RETIREMENT SAVINGS PLAN

401k

Assets$233.8M
Participants11,280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IES HOLDINGS, INC. HEALTH AND WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$8.8M
Covered lives10,506
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IES HOLDINGS, INC RETIREMENT SAVINGS PLAN401k$233.8M11,2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IES HOLDINGS, INC. HEALTH AND WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$8.8M10,5062025
Retirement plans
Welfare plans
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