Sponsor portfolio

IFS ACQUISITION LLC

EIN 83-0830569Wholesale TradeLatest filing 2024

Plans

Retirement

$25.3M assets

Welfare

$15.3M premiums

Participants

590

5496 LINDBERGH LANE - BELL, CA 90201323-981-2800

Plans on this EIN

3 filings

#003401k-$18.4M - 288 part #002401k-$6.9M - 302 part #501Fully Insured-$15.3M - 1,910 lives

Retirement portfolio analytics

2 plans aggregated / $25.3M assets / 590 participants

Assets by plan

Share of aggregate retirement assets

73%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

73%top

JOHN HANCOCK LIFE INSURANCE COMPANY73%
(Not disclosed)27%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $15.3M premiums / 1,910 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$13.8M
Prescription drug$13.8M
Other$1.5M
Dental$1.4M
Vision$1.4M
Life$1.4M
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

85%top

AETNA LIFE INSURANCE COMPANY85%
METROPOLITAN LIFE INSURANCE COMPANY8%
KAISER FOUNDATION HEALTH PLAN INC5%
SUN LIFE ASSURANCE COMPANY OF CANADA2%

Broker market share

Schedule A broker compensation

Split broker

73%top

RSC INSURANCE BROKERAGE INC73%
HUB INTERNATIONAL MIDWEST LIMITED22%
ASSUREDPARTNERS5%
INSURANCE OFFICE OF AMERICA0%

Plan deep-dives

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

Retirement#003

INDIVIDUAL FOODSERVICE 401(K) PLAN

401k

Assets$18.4M

Participants288

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

INDIVIDUAL FOODSERVICE UNION RETIREMENT PLAN

401k

Assets$6.9M

Participants302

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501