PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INNOVATIVE DISCOVERY EMPLOYMENT
Sponsor portfolio

INNOVATIVE DISCOVERY EMPLOYMENT

EIN 82-1582174-Latest filing 2025
Plans
3
Retirement
1
$35.5M assets
Welfare
2
$3.1M premiums
Participants
2,240
1700 NORTH MOORE STREET, SUITE 1500 - ARLINGTON, VT 22209212-933-2275
Plans on this EIN
3 filings
#001401k-$35.5M - 1,809 part#501Fully Insured-$2.8M - 353 lives#502Mixed-$362K - 266 lives

Benefits portfolio analytics

2 plans / $3.1M premiums / 619 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$362K
  • Vision$362K
  • Life$362K
  • Short-term disability$362K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • AMWINS6%
Total $200K2 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

INNOVATIVE DRIVEN 401(K) PLAN

401k

Assets$35.5M
Participants1,809
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INNOVATIVE DISCOVERY EMPLOYMENT MEDICAL PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$2.8M
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

INNOVATIVE DISCOVERY EMPLOYMENT MEDICAL PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$362K
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INNOVATIVE DRIVEN 401(K) PLAN401k$35.5M1,8092024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INNOVATIVE DISCOVERY EMPLOYMENT MEDICAL PLANFully InsuredCAREFIRST BLUECHOICE, INC.$2.8M3532025
502INNOVATIVE DISCOVERY EMPLOYMENT MEDICAL PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$362K2662025
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