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  2. ICONEX, LLC
Sponsor portfolio

ICONEX, LLC

EIN 81-0719062-business supplies and equipment-Latest filing 2024
Plans
2
Retirement
1
$35.5M assets
Welfare
1
$1.1M premiums
Participants
1,735
3237 SATELLITE BLVD., BLDG. #300, SUITE 550 - DULUTH, GA 30096678-808-5699iconex.comLinkedIn501-1000 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$35.5M - 948 part#501Mixed-$1.1M - 1,056 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,056 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$668K
  • Long-term disability$668K
  • Other$668K
  • Dental$432K
  • Vision$432K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA61%
  • METROPOLITAN LIFE INSURANCE COMPANY39%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • AP BENEFIT ADVISORS, LLC91%
  • ALLIANT INSURANCE SERVICES, INC.9%
Total $136K2 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

ICONEX 401(K) PLAN

401k

Assets$35.5M
Participants948
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ICONEX LLC WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.1M
Covered lives1,056
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ICONEX 401(K) PLAN401k$35.5M9482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ICONEX LLC WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.1M1,0562024
Retirement plans
Welfare plans
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