PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. IMPELLAM GROUP NORTH AMERICA
Sponsor portfolioTH

IMPELLAM GROUP NORTH AMERICA

EIN 95-3496539-Latest filing 2025
Plans
2
Retirement
1
$92.2M assets
Welfare
1
$968K premiums
Participants
5,673
3475 LENOX ROAD, SUITE 450 - ATLANTA, GA 30326404-920-6100
Plans on this EIN
2 filings
#001ProfitSharing-$92.2M - 5,201 part#501Mixed-$968K - 1,929 lives

Benefits portfolio analytics

1 plan / $968K premiums / 1,929 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$568K
  • Other$289K
  • Life$217K
  • Long-term disability$217K
  • Vision$112K
Total $968K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • METROPOLITAN LIFE INSURANCE COMPANY59%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA22%
  • EYEMED VISION CARE9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY6%
  • HERITAGE VISION PLANS INC2%
  • +1 more
Total $968K6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • IMG0%
Total $83K2 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

IMPELLAM NA 401(K) PLAN

ProfitSharing

Assets$92.2M
Participants5,201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMPELLAM NORTH AMERICA WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$968K
Covered lives1,929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMPELLAM NA 401(K) PLANProfitSharing$92.2M5,2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMPELLAM NORTH AMERICA WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$968K1,9292025
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