Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Life$82K
- Long-term disability$82K
- Other$82K
- Dental$71K
- Vision$13K
Filings through .
Top hat
Fund Evaluation Group, LLC
EIN 01-0694771Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$66.7M assets
Health & Benefits
1
$2.1M premiums
Participants
314
201 EAST FIFTH STREET - CINCINNATI, OH 45202513-719-5129
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 269 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$66.7M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FUND EVALUATION GROUP WELFARE BENEFIT PLAN
Fully insured - COMMUNITY INSURANCE COMPANY
Premiums$2.1M
Covered lives269
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $66.7M | 176 | 2025 |
- #001 · 401(k) · 2025176
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FUND EVALUATION GROUP WELFARE BENEFIT PLAN | Fully insured | COMMUNITY INSURANCE COMPANY | $2.1M | 269 | 2025 |
- #501 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025269
Retirement plans
Health & Benefits plans