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Sponsor portfolio

PB-VB HOLDCO IV, INC.

EIN 84-3328313-Latest filing 2025
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$7.4M premiums
Participants
1,557
2035 LAKESIDE CENTRE WAY STE 250 - KNOXVILLE, TN 379226597800-800-4737
Plans on this EIN
2 filings
#001401k-$17.8M - 935 part#501Fully Insured-$7.4M - 1,596 lives

Benefits portfolio analytics

1 plan / $7.4M premiums / 1,596 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Dental$1.4M
  • Vision$1.4M
  • Other$230K
  • Long-term disability$127K
  • Short-term disability$119K
  • +1 more
Total $7.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $7.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $363K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INHABIT IQ 401(K) PLAN

401k

Assets$17.8M
Participants935
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INHABITIQ EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$7.4M
Covered lives1,596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INHABIT IQ 401(K) PLAN401k$17.8M9352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INHABITIQ EMPLOYEE WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$7.4M1,5962025
Retirement plans
Welfare plans
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