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Sponsor portfolio

INTEGRA CONNECT NEWCO, LLC

EIN 86-1179475-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$38.4M assets
Welfare
1
$543K premiums
Participants
1,309
501 SOUTH FLAGLER DRIVE, SUITE 600 - WEST PALM BEACH, FL 33401561-768-7472integraconnect.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$38.4M - 836 part#501Mixed-$543K - 848 lives

Benefits portfolio analytics

1 plan / $543K premiums / 848 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$504K
  • Short-term disability$491K
  • Long-term disability$491K
  • Other$491K
  • Vision$39K
Total $543K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY90%
  • EYEMED VISION CARE7%
  • TRUSTMARK INSURANCE COMPANY2%
Total $543K3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • HUB INTERNATIONAL MIDWEST LIMITED84%
  • THE CASON GROUP INC12%
  • THOMAS C SMITH2%
  • DAVID BENNETT1%
Total $121K4 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

INTEGRA CONNECT, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$38.4M
Participants836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTEGRA CONNECT NEWCO, LLC WELFARE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$543K
Covered lives848
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTEGRA CONNECT, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$38.4M8362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTEGRA CONNECT NEWCO, LLC WELFARE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$543K8482024
Retirement plans
Welfare plans
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