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Sponsor portfolioWelfare / HealthEIN 13-3394604

INVESTCORP INTERNATIONAL, INC.

280 PARK AVENUE · NEW YORK, NY 100171285
2127031160
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.4M
No prior year
Persons covered
226
No prior year
Total participants
154
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.4M
INVESTCORP INTERNATIONAL EMPLOYEE BENEFITS PLAN
Fully insured226 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.7M39.6%
Dental$3.7M39.6%
Other$651K7.0%
Life$637K6.8%
Long-term disability$637K6.8%
Vision$17K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HD
$3.7M84.6%11226
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$637K14.6%11154
VISION SERVICE PLAN
EIN 222777159
V
$17K0.4%11148
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$14K0.3%11154

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESBURLINGAME, CAMETROPOLITAN LIFE INSURANCE COMPANY, ACE AMERICAN INSURANCE COMPANY, VISION SERVICE PLAN$32K$98$32K54.6%1
CORPORATE SYNERGIES GROUP LLCCAMDEN, NJMETROPOLITAN LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$10K$4K$14K23.8%1
HAYS COMPANIES, INC.BURLINGAME, CAMETROPOLITAN LIFE INSURANCE COMPANY$8K$2K$10K16.7%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYACE AMERICAN INSURANCE COMPANY$0$3K$3K4.9%1
EMPLOYEE NAVIGATOR, LLCBETHESDA, MDVISION SERVICE PLAN$21$0$210.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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