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Sponsor portfolioWelfare / HealthEIN 51-0368062
IPEX USA, LLC
10100 RODNEY STREET · PINEVILLE, NC 28134
7048892431
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
3,537
No prior year
Total participants
3,711
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.2M | 20.7% | |
| Life | $1.1M | 18.2% | |
| Dental | $1.0M | 17.5% | |
| Vision | $1.0M | 17.5% | |
| Short-term disability | $875K | 15.1% | |
| Long-term disability | $635K | 10.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LSTDLTDOth | $2.6M | 68.8% | 1 | 3 | 2,160 |
EIN 470098400 | DV | $1.0M | 27.3% | 1 | 1 | 3,537 |
EIN 042381280 | Oth | $122K | 3.3% | 1 | 4 | 584 |
EIN 521883918 | Oth | $23K | 0.6% | 1 | 1 | 2,174 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | CHARLOTTE, NC | LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP | $185K | $60K | $245K | 100.0% | 1 |
History & trajectory
11 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