PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. INVENTURUS KNOWLEDGE SOLUTIONS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-5570291

INVENTURUS KNOWLEDGE SOLUTIONS, INC.

5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001
6157983590
Plans filed
1
Years active
2016–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$8.6M
No prior year
Persons covered
793
No prior year
Total participants
1,021
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.6M
INVENTURUS KNOWLEDGE SOLUTIONS EMPLOYEE BENEFITS PLAN
Fully insured793 covered·8 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.8M47.2%
Vision$7.8M47.2%
Dental$335K2.0%
Other$270K1.6%
Life$164K1.0%
Short-term disability$119K0.7%
Long-term disability$51K0.3%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HV
$7.8M90.4%11498
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$342K4.0%16793
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
DOth
$259K3.0%12464
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 042381280
Oth
$122K1.4%13179
AETNA LIFE INSURANCE COMPANY
EIN 066033492
D
$98K1.1%11189
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
$00.0%110

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICA, UNUM INSURANCE COMPANY, AETNA LIFE INSURANCE CO., UNUM LIFE INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY$82K$144K$226K99.9%1
SDM&R, INC DBA SENN DUNN INSURANCEDORCHESTER, MAMETLIFE LEGAL PLANS$230$0$2300.1%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
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