Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$95K
- Life$95K
- Other$95K
- Vision$23K
Sponsor portfolio
INVESTMENT CONCEPTS, INC.
EIN 95-2579665real estateLatest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$1.3M premiums
Participants
211
1667 E LINCOLN AVE - ORANGE, CA 92865714-283-5800icicorporate.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- ANTHEM LIFE INSURANCE COMPANY91%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- MCGRIFF INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INVESTMENT CONCEPTS, INC. 401(K) PLAN
401k
Assets$1.9M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INVESTMENT CONCEPTS, INC. HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$1.3M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTMENT CONCEPTS, INC. 401(K) PLAN | 401k | $1.9M | 51 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INVESTMENT CONCEPTS, INC. HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $1.3M | 183 | 2025 |
Retirement plans
Welfare plans