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
Sponsor portfolioTH
FUND EVALUATION GROUP, LLC
EIN 01-0694771Latest filing 2025
Plans
2
Retirement
1
$57.1M assets
Welfare
1
$2.1M premiums
Participants
315
201 E FIFTH STREET - CINCINNATI, OH 45202513-719-5129
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 269 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- COMMUNITY INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- SUPERIOR DENTAL CARE3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
92%top
- HUB INTERNATIONAL MIDWEST LIMITED92%
- HORAN ASSOCIATES INC.5%
- WATCHTOWER BENEFITS, LLC3%
- WATCHTOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$57.1M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FUND EVALUATION GROUP WELFARE BENEFIT PLAN
Fully Insured - COMMUNITY INSURANCE COMPANY
Premiums$2.1M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $57.1M | 177 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FUND EVALUATION GROUP WELFARE BENEFIT PLAN | Fully Insured | COMMUNITY INSURANCE COMPANY | $2.1M | 269 | 2025 |
Retirement plans
Welfare plans