Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$1.1M
- Short-term disability$754K
- Long-term disability$754K
- Vision$189K
Sponsor portfolio
HEART OF CARDON, LLC
EIN 26-1192696medical practiceLatest filing 2025
Plans
2
Retirement
1
$36.8M assets
Welfare
1
$1.3M premiums
Participants
5,700
11313 USA PARKWAY, SUITE E-148 - FISHERS, IN 46037812-961-2326LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 2,370 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY23%
- VISION SERVICE PLAN15%
- RECURO HEALTH, INC.3%
Broker market share
Schedule A broker compensation
77%top
- GALLAGHER BENEFIT SERVICES, INC.77%
- MJ INSURANCE20%
- EMPOWER BENEFITS INC2%
- USI INSURANCE SERVICES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEART OF CARDON LLC 401(K) RETIREMENT PLAN
401k
Assets$36.8M
Participants3,330
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEART OF CARDON, LLC EMPLOYEE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives2,370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEART OF CARDON LLC 401(K) RETIREMENT PLAN | 401k | $36.8M | 3,330 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEART OF CARDON, LLC EMPLOYEE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.3M | 2,370 | 2025 |
Retirement plans
Welfare plans