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Sponsor portfolio

INCEPTION FERTILITY CORPORATE SERVICES, LLC

EIN 84-3102651-Latest filing 2025
Plans
2
Retirement
1
$90.8M assets
Welfare
1
$16.0M premiums
Participants
3,460
5000 MERIDIAN BOULEVARD, SUITE 250 - FRANKLIN, TN 37067615-550-4917
Plans on this EIN
2 filings
#001401k-$90.8M - 2,206 part#501Mewa-$16.0M - 1,325 lives

Benefits portfolio analytics

1 plan / $16.0M premiums / 1,325 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.0M
  • Dental$15.0M
  • Vision$15.0M
  • Prescription drug$15.0M
  • Other$1.0M
  • Life$903K
  • +2 more
Total $16.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • CURALINC HEALTHCARE0%
Total $16.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $257K2 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

INCEPTION FERTILITY 401(K) PLAN

401k

Assets$90.8M
Participants2,206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INCEPTION FERTILITY WELFARE BENEFIT PLAN

Mewa - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$16.0M
Covered lives1,325
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INCEPTION FERTILITY 401(K) PLAN401k$90.8M2,2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INCEPTION FERTILITY WELFARE BENEFIT PLANMewaCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$16.0M1,3252025
Retirement plans
Welfare plans
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