PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INNOVAIRRE HOLDINGS, LLC
Sponsor portfolio

INNOVAIRRE HOLDINGS, LLC

EIN 81-3166551-Latest filing 2025
Plans
2
Retirement
1
$36.8M assets
Welfare
1
$459K premiums
Participants
1,365
2 EXECUTIVE CAMPUS, SUITE 200 - CHERRY HILL, NJ 08002856-663-2500
Plans on this EIN
2 filings
#002401k-$36.8M - 779 part#501Mixed-$459K - 476 lives

Benefits portfolio analytics

1 plan / $459K premiums / 476 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$407K
  • Life$397K
  • Short-term disability$397K
  • Long-term disability$397K
  • Vision$52K
Total $459K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN11%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $459K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INNOVAIRRE COMMUNICATIONS RETIREMENT INCOME SAVINGS PLAN

401k

Assets$36.8M
Participants779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INNOVAIRRE HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$459K
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INNOVAIRRE COMMUNICATIONS RETIREMENT INCOME SAVINGS PLAN401k$36.8M7792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INNOVAIRRE HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$459K4762025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica