Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$619K
- Stop-loss$619K
- Other$328K
- Dental$265K
- Vision$265K
- Life$124K
- +1 more
Sponsor portfolio
IQVENTURES HOLDINGS LLC
EIN 85-4297109Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$1.3M premiums
Participants
846
5165 EMERALD PARKWAY STE 110 - DUBLIN, OH 43017614-961-7571
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 963 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY48%
- RELIANCE STANDARD LIFE INSURANCE COMPANY31%
- RELIANCEMATRIX21%
Broker market share
Schedule A broker compensation
100%top
- LANG FINANCIAL GROUP, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IQVENTURES RETIREMENT & SAVINGS PLAN
401k
Assets$6.0M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IQVENTURES HOLDINGS HEALTH AND WELFARE PLAN
Mixed - COMMUNITY INSURANCE CO
Premiums$1.3M
Covered lives963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IQVENTURES RETIREMENT & SAVINGS PLAN | 401k | $6.0M | 262 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IQVENTURES HOLDINGS HEALTH AND WELFARE PLAN | Mixed | COMMUNITY INSURANCE CO | $1.3M | 963 | 2025 |
Retirement plans
Welfare plans