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Sponsor portfolio

IRONROAD, INC.

EIN 84-3886755-human resources-Latest filing 2025
Plans
2
Retirement
1
$61.6M assets
Welfare
1
$866K premiums
Participants
2,342
9435 WATERSTONE BOULEVARD, SUITE 250 - CINCINNATI, OH 45249513-605-3522ironroad.usLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#001401k-$61.6M - 1,134 part#506Mixed-$866K - 1,612 lives

Benefits portfolio analytics

1 plan / $866K premiums / 1,612 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$732K
  • Short-term disability$732K
  • Long-term disability$732K
  • Other$732K
  • Vision$134K
Total $866K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY85%
  • EYEMED VISION CARE15%
Total $866K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARQUEE BENEFIT ADVISORS73%
  • PREPARE BENEFITS, LLC19%
  • WILLIAM B. SOUTHERLAND7%
Total $154K3 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

IRONROAD, INC. RETIREMENT SAVINGS PLAN

401k

Assets$61.6M
Participants1,134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

IRONROAD WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$866K
Covered lives1,612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IRONROAD, INC. RETIREMENT SAVINGS PLAN401k$61.6M1,1342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506IRONROAD WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$866K1,6122025
Retirement plans
Welfare plans
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