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Sponsor portfolio

ION INTERMEDIATE HOLDINGS, LLC

EIN 83-1904447-Latest filing 2025
Plans
2
Retirement
1
$97.7M assets
Welfare
1
$317K premiums
Participants
1,390
104 WOODMONT BLVD SUITE 500 - NASHVILLE, TN 37205615-467-7400
Plans on this EIN
2 filings
#001401k-$97.7M - 1,390 part#501Mixed-$317K - 958 lives

Benefits portfolio analytics

1 plan / $317K premiums / 958 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$287K
  • Short-term disability$287K
  • Long-term disability$287K
  • Other$287K
  • Vision$29K
Total $317K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY91%
  • VISION SERVICE PLAN9%
Total $317K2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ARCHON LLC95%
  • PROFESSIONAL GROUP PLANS INC5%
Total $15K2 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

ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN

401k

Assets$97.7M
Participants1,390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ION INTERMEDIATE HOLDINGS, LLC HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$317K
Covered lives958
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ION INTERMEDIATE HOLDINGS, LLC 401(K) PLAN401k$97.7M1,3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ION INTERMEDIATE HOLDINGS, LLC HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$317K9582025
Retirement plans
Welfare plans
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