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Sponsor portfolioWelfare / HealthEIN 32-0412640

INVESTCLOUD, INC.

810 7TH AVENUE · NEW YORK, NY 10019
8888000188
Plans filed
2
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$10.8M
No prior year
Persons covered
1,584
No prior year
Total participants
602
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #503$10.8M
INVESTCLOUD, INC. HEALTH & WELFARE PLANS
Mixed1,584 covered·6 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$2.3M
INVESTCLOUD, INC. WELFARE BENEFITS PLAN
Fully insured0 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$9.6M46.2%
Prescription drug$9.6M46.2%
Dental$593K2.9%
Other$501K2.4%
Life$292K1.4%
Vision$104K0.5%
Long-term disability$91K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$9.6M88.9%111,584
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$593K5.5%111,137
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$383K3.5%12548
EYEMED VISION CARE
EIN 430949844
V
$104K1.0%111,153
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$86K0.8%11188
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$33K0.3%11106

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCSHORT HILLS, NJUNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF CALIFORNIA, HARTFORD LIFE AND ACCIDENT, UNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY$154K$8K$162K99.9%1
HILB GROUP OF NEW ENGLANDNEW YORK, NYMETROPOLITAN GENERAL INSURANCE COMPANY$0$213$2130.1%1

History & trajectory

9 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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