Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$71K
- Dental$66K
- Life$64K
- Short-term disability$64K
- Long-term disability$64K
- Vision$9K
Sponsor portfolio
INTELLISOURCE LLC
EIN 84-1508864management consultingLatest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$146K premiums
Participants
247
1899 WYNKOOP STREET, SUITE 900 - DENVER, CO 80202303-692-1100intellisource.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $146K premiums / 139 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- METROPOLITAN LIFE INSURANCE COMPANY50%
- UNITED OF OMAHA LIFE INSURANCE COMPANY44%
- EYEMED VISION CARE6%
Broker market share
Schedule A broker compensation
88%top
- IMA, INC.88%
- PAYCHEX INSURANCE AGENCY, INC.12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTELLISOURCE 401K PLAN
401k
Assets$5.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTELLISOURCE LLC EMPLOYEE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$146K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTELLISOURCE 401K PLAN | 401k | $5.3M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTELLISOURCE LLC EMPLOYEE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $146K | 139 | 2025 |
Retirement plans
Welfare plans