Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Other$215K
- Life$197K
- Short-term disability$197K
- Long-term disability$197K
- Dental$123K
- +1 more
Sponsor portfolio
IVY TECHNOLOGY
EIN 83-2258671Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$2.4M premiums
Participants
1,104
11201 ELECTRON DRIVE - LOUISVILLE, KY 40299270-313-7443
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 982 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- AETNA LIFE INSURANCE COMPANY86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
75%top
- AON CONSULTING INC75%
- GIS BENEFITS INC16%
- BOON CHAPMAN BENEFIT ADMINISTRATORS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVY TECHNOLOGY 401K RETIREMENT SAVINGS PLAN
401k
Assets$10.5M
Participants552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IVY TECHNOLOGY HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.4M
Covered lives982
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVY TECHNOLOGY 401K RETIREMENT SAVINGS PLAN | 401k | $10.5M | 552 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IVY TECHNOLOGY HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.4M | 982 | 2025 |
Retirement plans
Welfare plans