Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$113K
- Vision$113K
Sponsor portfolio
IPD ANALYTICS LLC
EIN 76-0723559information servicesLatest filing 2025
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$113K premiums
Participants
245
19950 WEST COUNTRY CLUB DRIVE, SUITE 7 - AVENTURA, FL 33180305-662-8515ipdanalytics.comLinkedIn201-500 employeesinformation services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $113K premiums / 107 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
45%top
- KORE INSURANCE HOLDINGS LLC45%
- PAYCHEX INSURANCE AGENCY, INC.31%
- FNA INSURANCE SERVICES INC15%
- MARTIN INSURANCE GROUP9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IPD ANALYTICS 401(K) PLAN
401k
Assets$28.1M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE 5500
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$113K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IPD ANALYTICS 401(K) PLAN | 401k | $28.1M | 138 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE 5500 | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $113K | 107 | 2025 |
Retirement plans
Welfare plans