Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.2M
- Long-term disability$3.1M
- Life$3.0M
- Short-term disability$3.0M
- Vision$200K
- Health$110K
- +1 more
Sponsor portfolioTH
BELCAN, LLC
EIN 31-1312684information technology and servicesLatest filing 2024
Plans
2
Retirement
1
$299.9M assets
Welfare
1
$3.9M premiums
Participants
11,874
10151 CARVER ROAD - BLUE ASH, OH 45242513-891-0972belcan.comLinkedIn5001-10000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 5,852 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY77%
- NATIONWIDE LIFE INSURANCE COMPANY11%
- COMMUNITY INSURANCE COMPANY5%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
- +3 more
Broker market share
Schedule A broker compensation
78%top
- LOCKTON COMPANIES, LLC78%
- PREPARE BENEFITS, LLC21%
- THOMAS OWENS0%
- DORSEY & ASSOCIATES, INC.0%
- THOMPSON SUCCESS PARTNERS, INC.0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BELCAN RETIREMENT SAVINGS PLAN
401k
Assets$299.9M
Participants6,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BELCAN GROUP BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$3.9M
Covered lives5,852
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BELCAN RETIREMENT SAVINGS PLAN | 401k | $299.9M | 6,022 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BELCAN GROUP BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.9M | 5,852 | 2024 |
Retirement plans
Welfare plans