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Sponsor portfolio

INFINITIVE, INC.

EIN 86-1126700-management consulting-Latest filing 2024
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$74K premiums
Participants
274
20365 EXCHANGE ST, SUITE 301 - ASHBURN, VA 20147703-554-5500infinitive.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$22.0M - 197 part#506Mixed-$74K - 77 lives

Benefits portfolio analytics

1 plan / $74K premiums / 77 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$63K
  • Life$61K
  • Short-term disability$61K
  • Long-term disability$61K
  • Vision$10K
Total $74K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY82%
  • VISION SERVICE PLAN14%
  • AFLAC2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $74K4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • USI INSURANCE SERVICES LLC97%
  • RICHARD JOSEPH ZILLER JR2%
  • KATHRYN ROBISON ZILLER1%
  • SHEILA L RAITCH1%
  • DAVID SCHENKEL JR0%
  • +3 more
Total $16K8 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

INFINITIVE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$22.0M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

INFINITIVE, INC. HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$74K
Covered lives77
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INFINITIVE, INC. 401(K) PROFIT SHARING PLAN401k$22.0M1972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506INFINITIVE, INC. HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$74K772024
Retirement plans
Welfare plans
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