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Sponsor portfolioTH

COLORADO SPRINGS INDEPENDENCE CENTER

EIN 84-1052916-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$149K premiums
Participants
467
729 SOUTH TEJON STREET - COLORADO SPRINGS, CO 80903719-471-8181
Plans on this EIN
2 filings
#001403b-$4.0M - 313 part#503Mixed-$149K - 154 lives

Benefits portfolio analytics

1 plan / $149K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$149K
  • Dental$136K
  • Vision$136K
  • Life$136K
  • Short-term disability$136K
  • Long-term disability$136K
Total $149K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA91%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY9%
Total $149K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • DENVER MANAGEMENT ADVISORS4%
Total $22K2 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

COLORADO SPRINGS INDEPENDENCE CENTER 403B PLAN

403b

Assets$4.0M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE INDEPENDENCE CENTER HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$149K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLORADO SPRINGS INDEPENDENCE CENTER 403B PLAN403b$4.0M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE INDEPENDENCE CENTER HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$149K1542025
Retirement plans
Welfare plans
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