Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$30K
- Short-term disability$30K
- Other$30K
Sponsor portfolio
MULBERRY HEALTH AND RETIREMENT COMMUNITY
EIN 01-0677093hospital & health careLatest filing 2025
Plans
2
Retirement
1
$5.1M assets
Welfare
1
$30K premiums
Participants
243
502 W JACKSON ST - MULBERRY, IN 460589538765-296-2911mulberryretirement.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $30K premiums / 132 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- AMERICAN UNITED LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- LOCASCIO HADDEN & DENNIS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN
401k
Assets$5.1M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MULBERRY HEALTH
Fully Insured - ONEAMERICA
Premiums$30K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MULBERRY HEALTH AND RETIREMENT COMMUNITY 401(K) PLAN | 401k | $5.1M | 111 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MULBERRY HEALTH | Fully Insured | ONEAMERICA | $30K | 132 | 2025 |
Retirement plans
Welfare plans