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Sponsor portfolio

INVENTURE CAPITAL CORPORATION

EIN 90-0703746-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$261K premiums
Participants
287
429 SANTA MONICA BLVD, SUITE 450 - SANTA MONICA, CA 90041213-887-3507
Plans on this EIN
2 filings
#001401k-$8.8M - 167 part#501Fully Insured-$261K - 120 lives

Benefits portfolio analytics

1 plan / $261K premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$185K
  • Life$185K
  • Long-term disability$185K
  • Other$185K
  • Health$77K
  • Vision$7
Total $261K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA71%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $261K3 slices

Broker market share

Schedule A broker compensation

Split broker
103%top
  • ADVOCATE, INC.103%
  • NIELSEN BENEFITS GROUP-3%
Total $30K2 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

TALA 401(K) PLAN

401k

Assets$8.8M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVENTURE CAPITAL CORPORATION DBA TALA EMPLOYEE BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$261K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TALA 401(K) PLAN401k$8.8M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVENTURE CAPITAL CORPORATION DBA TALA EMPLOYEE BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$261K1202024
Retirement plans
Welfare plans
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