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Sponsor portfolio

BATESVILLE SERVICES, LLC

EIN 35-0166166-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$210.4M assets
Welfare
1
$1.4M premiums
Participants
3,649
1 BATESVILLE BOULEVARD - BATESVILLE, IN 47006812-934-7823LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#006401k-$210.4M - 1,916 part#501Mixed-$1.4M - 2,524 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 2,524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$612K
  • Other$324K
  • Vision$284K
  • Long-term disability$197K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA62%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY20%
  • RELIASTAR LIFE INSURANCE COMPANY15%
  • COMPSYCH2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • AON CONSULTING INC44%
  • HUB INTERNATIONAL MIDWEST LIMITED29%
  • BENE RE LLC17%
  • CUSTOM BENEFIT PROGRAMS INC11%
Total $103K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

BATESVILLE SAVINGS PLAN

401k

Assets$210.4M
Participants1,916
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BATESVILLE SERVICES, LLC WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.4M
Covered lives2,524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006BATESVILLE SAVINGS PLAN401k$210.4M1,9162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BATESVILLE SERVICES, LLC WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.4M2,5242025
Retirement plans
Welfare plans
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