PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. IQEQ US MANAGEMENT CO, LLC
Sponsor portfolio

IQEQ US MANAGEMENT CO, LLC

EIN 87-2324421-Latest filing 2025
Plans
2
Retirement
1
$47.5M assets
Welfare
1
$877K premiums
Participants
1,385
2777 N STEMMONS FWY STE 1425 - DALLAS, TX 752072501682-302-3444
Plans on this EIN
2 filings
#001401k-$47.5M - 798 part#501Mixed-$877K - 594 lives

Benefits portfolio analytics

1 plan / $877K premiums / 594 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$436K
  • Vision$436K
  • Other$266K
  • Life$142K
  • Short-term disability$110K
  • Long-term disability$64K
Total $877K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
Total $877K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HIGGINBOTHAM INS AGENCY INC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

IQEQ US MANAGEMENT CO. LLC RETIREMENT PLAN

401k

Assets$47.5M
Participants798
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IQEQ WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$877K
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IQEQ US MANAGEMENT CO. LLC RETIREMENT PLAN401k$47.5M7982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IQEQ WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$877K5942025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica