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Sponsor portfolio

INVNT, LLC

EIN 80-0196891-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$2.0M premiums
Participants
236
101 GREENWICH ST, FL 26 - NEW YORK, NY 10006518-221-4662invnt.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$8.2M - 128 part#501Fully Insured-$2.0M - 154 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$166K
  • Vision$166K
  • Life$166K
  • Short-term disability$166K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • STUMM INSURANCE LLC79%
  • ASSUREDPARTNERS13%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $114K3 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

INVNT, LLC 401(K) PLAN

401k

Assets$8.2M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVNT, LLC HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INVNT, LLC 401(K) PLAN401k$8.2M1282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVNT, LLC HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M1542025
Retirement plans
Welfare plans
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