Civic Intelligence

Independence Holding Company

Plan context: Independence Holding Company Retirement Plan

EIN 58-1407235 • Stamford, CT • 36 filings • 4 plans

96 Cummings Point RdStamford, CT 06902-7919
Current Snapshot

Latest Year

2024

2024 Participants

175

2024 Assets

$36,781,460

2024 Contributions

$1,704,312

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$52,738,254$26,369,127$0200720162024YearValue
$36,781,460Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5382690200720162024YearValue
175Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242175$36,781,460$1,704,312$9,739iApproximate average salary by contribution assumption: employee only about $243,473 at 4% or $162,315 at 6%; with 50% employer match about $162,315 at 4% or $108,210 at 6%; with 100% employer match about $121,737 at 4% or $81,158 at 6%.
Independence Holding Company Retirement Plan-174$36,781,460$1,704,312$9,795iApproximate average salary by contribution assumption: employee only about $244,872 at 4% or $163,248 at 6%; with 50% employer match about $163,248 at 4% or $108,832 at 6%; with 100% employer match about $122,436 at 4% or $81,624 at 6%.
Independence Holding Company Employee Benefit Medical Plan-175---
20232188$35,099,088$1,640,502$8,726iApproximate average salary by contribution assumption: employee only about $218,152 at 4% or $145,435 at 6%; with 50% employer match about $145,435 at 4% or $96,956 at 6%; with 100% employer match about $109,076 at 4% or $72,717 at 6%.
Independence Holding Company Retirement Plan-156$35,099,088$1,640,502$10,516iApproximate average salary by contribution assumption: employee only about $262,901 at 4% or $175,267 at 6%; with 50% employer match about $175,267 at 4% or $116,845 at 6%; with 100% employer match about $131,450 at 4% or $87,634 at 6%.
Independence Holding Company Employee Benefit Medical Plan-188---
20222268$30,566,150$1,733,482$6,468iApproximate average salary by contribution assumption: employee only about $161,705 at 4% or $107,804 at 6%; with 50% employer match about $107,804 at 4% or $71,869 at 6%; with 100% employer match about $80,853 at 4% or $53,902 at 6%.
Independence Holding Company Retirement Plan-158$30,566,150$1,733,482$10,971iApproximate average salary by contribution assumption: employee only about $274,285 at 4% or $182,857 at 6%; with 50% employer match about $182,857 at 4% or $121,905 at 6%; with 100% employer match about $137,143 at 4% or $91,428 at 6%.
Independence Holding Company Employee Benefit Medical Plan-268---
20212195$52,738,254$3,990,666$20,465iApproximate average salary by contribution assumption: employee only about $511,624 at 4% or $341,083 at 6%; with 50% employer match about $341,083 at 4% or $227,388 at 6%; with 100% employer match about $255,812 at 4% or $170,541 at 6%.
Independence Holding Company Retirement Plan-195$52,738,254$3,990,666$20,465iApproximate average salary by contribution assumption: employee only about $511,624 at 4% or $341,083 at 6%; with 50% employer match about $341,083 at 4% or $227,388 at 6%; with 100% employer match about $255,812 at 4% or $170,541 at 6%.
Independence Holding Company Employee Benefit Medical Plan-192---
20202484$49,234,527$4,062,479$8,394iApproximate average salary by contribution assumption: employee only about $209,839 at 4% or $139,893 at 6%; with 50% employer match about $139,893 at 4% or $93,262 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%.
Independence Holding Company Retirement Plan-484$49,234,527$4,062,479$8,394iApproximate average salary by contribution assumption: employee only about $209,839 at 4% or $139,893 at 6%; with 50% employer match about $139,893 at 4% or $93,262 at 6%; with 100% employer match about $104,919 at 4% or $69,946 at 6%.
Independence Holding Company Employee Benefit Medical Plan-281---
20192395$42,463,953$3,059,412$7,745iApproximate average salary by contribution assumption: employee only about $193,634 at 4% or $129,089 at 6%; with 50% employer match about $129,089 at 4% or $86,059 at 6%; with 100% employer match about $96,817 at 4% or $64,545 at 6%.
Independence Holding Company Retirement Plan-395$42,463,953$3,059,412$7,745iApproximate average salary by contribution assumption: employee only about $193,634 at 4% or $129,089 at 6%; with 50% employer match about $129,089 at 4% or $86,059 at 6%; with 100% employer match about $96,817 at 4% or $64,545 at 6%.
Independence Holding Company Employee Benefit Medical Plan-201---
20182355$34,686,608$2,927,298$8,246iApproximate average salary by contribution assumption: employee only about $206,148 at 4% or $137,432 at 6%; with 50% employer match about $137,432 at 4% or $91,621 at 6%; with 100% employer match about $103,074 at 4% or $68,716 at 6%.
Independence Holding Company Retirement Plan-355$34,686,608$2,927,298$8,246iApproximate average salary by contribution assumption: employee only about $206,148 at 4% or $137,432 at 6%; with 50% employer match about $137,432 at 4% or $91,621 at 6%; with 100% employer match about $103,074 at 4% or $68,716 at 6%.
Independence Holding Company Employee Benefit Medical Plan-175---
20172317$44,775,379$2,630,070$8,297iApproximate average salary by contribution assumption: employee only about $207,419 at 4% or $138,279 at 6%; with 50% employer match about $138,279 at 4% or $92,186 at 6%; with 100% employer match about $103,709 at 4% or $69,140 at 6%.
Independence Holding Company Retirement Plan-317$44,775,379$2,630,070$8,297iApproximate average salary by contribution assumption: employee only about $207,419 at 4% or $138,279 at 6%; with 50% employer match about $138,279 at 4% or $92,186 at 6%; with 100% employer match about $103,709 at 4% or $69,140 at 6%.
Independence Holding Company Employee Benefit Medical Plan-155---
20162318$40,349,124$3,019,176$9,494iApproximate average salary by contribution assumption: employee only about $237,357 at 4% or $158,238 at 6%; with 50% employer match about $158,238 at 4% or $105,492 at 6%; with 100% employer match about $118,678 at 4% or $79,119 at 6%.
Independence Holding Company Retirement Plan-318$40,349,124$3,019,176$9,494iApproximate average salary by contribution assumption: employee only about $237,357 at 4% or $158,238 at 6%; with 50% employer match about $158,238 at 4% or $105,492 at 6%; with 100% employer match about $118,678 at 4% or $79,119 at 6%.
Independence Holding Company Employee Benefit Medical Plan-228---
20152462$41,532,954$3,728,019$8,069iApproximate average salary by contribution assumption: employee only about $201,733 at 4% or $134,488 at 6%; with 50% employer match about $134,488 at 4% or $89,659 at 6%; with 100% employer match about $100,866 at 4% or $67,244 at 6%.
Independence Holding Company Retirement Plan-462$41,532,954$3,728,019$8,069iApproximate average salary by contribution assumption: employee only about $201,733 at 4% or $134,488 at 6%; with 50% employer match about $134,488 at 4% or $89,659 at 6%; with 100% employer match about $100,866 at 4% or $67,244 at 6%.
Independence Holding Company Employee Benefit Medical Plan-335---
20142440$41,879,489$2,773,973$6,304iApproximate average salary by contribution assumption: employee only about $157,612 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,537 at 6%.
Independence Holding Company Retirement Plan-440$41,879,489$2,773,973$6,304iApproximate average salary by contribution assumption: employee only about $157,612 at 4% or $105,075 at 6%; with 50% employer match about $105,075 at 4% or $70,050 at 6%; with 100% employer match about $78,806 at 4% or $52,537 at 6%.
Independence Holding Company Employee Benefit Medical Plan-336---
20132503$39,516,129$2,939,294$5,844iApproximate average salary by contribution assumption: employee only about $146,088 at 4% or $97,392 at 6%; with 50% employer match about $97,392 at 4% or $64,928 at 6%; with 100% employer match about $73,044 at 4% or $48,696 at 6%.
Independence Holding Company Retirement Plan-503$39,516,129$2,939,294$5,844iApproximate average salary by contribution assumption: employee only about $146,088 at 4% or $97,392 at 6%; with 50% employer match about $97,392 at 4% or $64,928 at 6%; with 100% employer match about $73,044 at 4% or $48,696 at 6%.
Independence Holding Company Employee Benefit Medical Plan-332---
20122519$34,304,392$2,676,489$5,157iApproximate average salary by contribution assumption: employee only about $128,925 at 4% or $85,950 at 6%; with 50% employer match about $85,950 at 4% or $57,300 at 6%; with 100% employer match about $64,463 at 4% or $42,975 at 6%.
Independence Holding Company Retirement Plan-519$34,304,392$2,676,489$5,157iApproximate average salary by contribution assumption: employee only about $128,925 at 4% or $85,950 at 6%; with 50% employer match about $85,950 at 4% or $57,300 at 6%; with 100% employer match about $64,463 at 4% or $42,975 at 6%.
Independence Holding Company Employee Benefit Medical Plan-319---
20112493$26,159,683$2,784,539$5,648iApproximate average salary by contribution assumption: employee only about $141,204 at 4% or $94,136 at 6%; with 50% employer match about $94,136 at 4% or $62,757 at 6%; with 100% employer match about $70,602 at 4% or $47,068 at 6%.
Independence Holding Company Retirement Plan-493$26,159,683$2,784,539$5,648iApproximate average salary by contribution assumption: employee only about $141,204 at 4% or $94,136 at 6%; with 50% employer match about $94,136 at 4% or $62,757 at 6%; with 100% employer match about $70,602 at 4% or $47,068 at 6%.
Independence Holding Company Employee Benefit Medical Plan-314---
20102538$26,366,447$2,726,767$5,068iApproximate average salary by contribution assumption: employee only about $126,709 at 4% or $84,472 at 6%; with 50% employer match about $84,472 at 4% or $56,315 at 6%; with 100% employer match about $63,354 at 4% or $42,236 at 6%.
Independence Holding Company Retirement Plan-538$26,366,447$2,726,767$5,068iApproximate average salary by contribution assumption: employee only about $126,709 at 4% or $84,472 at 6%; with 50% employer match about $84,472 at 4% or $56,315 at 6%; with 100% employer match about $63,354 at 4% or $42,236 at 6%.
Independence Holding Company Employee Benefit Medical Plan-355---
20092533$23,171,721$3,630,530$6,812iApproximate average salary by contribution assumption: employee only about $170,288 at 4% or $113,525 at 6%; with 50% employer match about $113,525 at 4% or $75,683 at 6%; with 100% employer match about $85,144 at 4% or $56,763 at 6%.
Independence Holding Company Retirement Plan-533$23,171,721$3,630,530$6,812iApproximate average salary by contribution assumption: employee only about $170,288 at 4% or $113,525 at 6%; with 50% employer match about $113,525 at 4% or $75,683 at 6%; with 100% employer match about $85,144 at 4% or $56,763 at 6%.
Independence Holding Company Employee Benefit Medical Plan-330---
20082489$17,562,852$3,486,058$7,129iApproximate average salary by contribution assumption: employee only about $178,224 at 4% or $118,816 at 6%; with 50% employer match about $118,816 at 4% or $79,211 at 6%; with 100% employer match about $89,112 at 4% or $59,408 at 6%.
Independence Holding Company Retirement Plan-489$17,562,852$3,486,058$7,129iApproximate average salary by contribution assumption: employee only about $178,224 at 4% or $118,816 at 6%; with 50% employer match about $118,816 at 4% or $79,211 at 6%; with 100% employer match about $89,112 at 4% or $59,408 at 6%.
Independence Holding Company Employee Benefit Medical Plan-412---
20072498$16,280,901$2,286,814$4,592iApproximate average salary by contribution assumption: employee only about $114,800 at 4% or $76,533 at 6%; with 50% employer match about $76,533 at 4% or $51,022 at 6%; with 100% employer match about $57,400 at 4% or $38,267 at 6%.
Independence Holding Company Retirement Plan-498$16,280,901$2,286,814$4,592iApproximate average salary by contribution assumption: employee only about $114,800 at 4% or $76,533 at 6%; with 50% employer match about $76,533 at 4% or $51,022 at 6%; with 100% employer match about $57,400 at 4% or $38,267 at 6%.
Independence Holding Company Employee Benefit Medical Plan-478---