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Sponsor portfolio

INTERCAP LENDING, INC.

EIN 85-0260899-financial services-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$415K premiums
Participants
818
11781 SOUTH LONE PEAK PARKWAY, SUITE 200 - DRAPER, UT 84020385-800-8321intercaplending.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$19.1M - 510 part#501Mixed-$415K - 352 lives

Benefits portfolio analytics

1 plan / $415K premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$248K
  • Vision$248K
  • Other$166K
  • Life$150K
  • Short-term disability$150K
  • Long-term disability$150K
Total $415K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITEDHEALTHCARE INSURANCE COMPANY60%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY36%
  • BLOMQUIST HALE CONSULTING4%
Total $415K3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • DIVERSIFIED INSURANCE GROUP60%
  • IMA, INC.31%
  • WATCHTOWER BENEFITS, LLC9%
Total $26K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INTERCAP LENDING 401(K) RETIREMENT PLAN

401k

Assets$19.1M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTERCAP LENDING HEALTH BENEFITS

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$415K
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002INTERCAP LENDING 401(K) RETIREMENT PLAN401k$19.1M5102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTERCAP LENDING HEALTH BENEFITSMixedUNITEDHEALTHCARE INSURANCE COMPANY$415K3522025
Retirement plans
Welfare plans
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