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Sponsor portfolioWelfare / HealthEIN 13-5532538
THE INSTITUTE OF INTERNAL AUDITORS, INC.
1035 GREENWOOD BOULEVARD · LAKE MARY, FL 32746
4079371272
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$4.1M
No prior year
Persons covered
307
No prior year
Total participants
242
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.8M | 23.5% | |
| Dental | $3.8M | 23.5% | |
| Vision | $3.8M | 23.5% | |
| Prescription drug | $3.8M | 23.5% | |
| Other | $255K | 1.6% | |
| Life | $249K | 1.5% | |
| Short-term disability | $249K | 1.5% | |
| Long-term disability | $249K | 1.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRxDV | $3.8M | 93.7% | 1 | 1 | 307 |
EIN 470322111 | LSTDLTDOth | $249K | 6.1% | 1 | 1 | 240 |
EIN 200446713 | Oth | $6K | 0.1% | 1 | 1 | 215 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $15K | $79K | $95K | 50.2% | 1 |
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | UNITED OF OMAHA LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $34K | $60K | $94K | 49.8% | 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