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Sponsor portfolioTH

IEX GROUP, INC.

EIN 80-0772845-Latest filing 2025
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$384K premiums
Participants
400
3 WORLD TRADE CENTER, 58TH FLOOR - NEW YORK, NY 10007646-568-2320
Plans on this EIN
2 filings
#001ProfitSharing-$27.5M - 237 part#501Fully Insured-$384K - 426 lives

Benefits portfolio analytics

1 plan / $384K premiums / 426 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$212K
  • Dental$212K
  • Prescription drug$212K
  • Other$149K
  • Life$105K
  • Short-term disability$105K
  • +2 more
Total $384K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
Total $384K3 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • BENNIE INSURANCE, LLC57%
  • PROFESSIONAL GROUP PLANS INC43%
Total $52K2 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

IEX GROUP, INC. 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$27.5M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IEX GROUP, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$384K
Covered lives426
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IEX GROUP, INC. 401(K) PROFIT SHARING PLANProfitSharing$27.5M2372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IEX GROUP, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$384K4262025
Retirement plans
Welfare plans
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