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Sponsor portfolioWelfare / HealthEIN 95-2579665
INVESTMENT CONCEPTS, INC.
1667 EAST LINCOLN AVENUE · ORANGE, CA 92865
7146375800
- Plans filed
- 1
- Years active
- 2020–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
183
No prior year
Total participants
160
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 | $1.2M | 79.0% | |
| Dental | $95K | 6.5% | |
| Life | $95K | 6.5% | |
| Other | $95K | 6.5% | |
| Vision | $23K | 1.6% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 954331852 | H | $1.2M | 90.8% | 1 | 1 | 183 |
EIN 381082080 | DLOth | $95K | 7.4% | 1 | 1 | 84 |
EIN 941632821 | V | $23K | 1.8% | 1 | 1 | 135 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | SUN LIFE ASSURANCE COMPANY OF CANADA, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, VISION SERVICE PLAN | $64K | $9K | $74K | 100.0% | 1 |
History & trajectory
6 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