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Sponsor portfolio

ICON INFORMATION CONSULTANTS

EIN 76-0555545-Latest filing 2025
Plans
2
Retirement
1
$63.5M assets
Welfare
1
$1.1M premiums
Participants
8,296
100 WAUGH DRIVE - HOUSTON, TX 77007713-438-0919
Plans on this EIN
2 filings
#002401k-$63.5M - 7,218 part#501Mixed-$1.1M - 1,078 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,078 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Vision$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Other$1.1M
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $1.1M1 slice

Broker market share

Schedule A broker compensation

Split broker
66%top
  • RSC INSURANCE BROKERAGE INC66%
  • SELMAN & COMPANY, LLC34%
Total $155K2 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

ICON RETIREMENT PLAN

401k

Assets$63.5M
Participants7,218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ICON INFORMATION CONSULTANTS HEALTH PLANS

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives1,078
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ICON RETIREMENT PLAN401k$63.5M7,2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ICON INFORMATION CONSULTANTS HEALTH PLANSMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M1,0782025
Retirement plans
Welfare plans
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