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Sponsor portfolio

BROTHERHOOD MUTUAL INSURANCE COMPANY

EIN 35-0198580-insurance-Latest filing 2025
Plans
2
Retirement
1
$86.1M assets
Welfare
1
$1.4M premiums
Participants
1,463
PO BOX 2227 - FORT WAYNE, IN 46801260-482-8668brotherhoodmutual.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#002401k-$86.1M - 760 part#511Mixed-$1.4M - 1,270 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$699K
  • Life$699K
  • Long-term disability$699K
  • Other$699K
  • Dental$659K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA51%
  • METROPOLITAN LIFE INSURANCE COMPANY49%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ENROLLEASE66%
  • TOTALIS BENEFITS39%
  • WATCHTOWER TECHNOLOGIES INC-4%
Total $160K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BROTHERHOOD MUTUAL INSURANCE COMPANY 401(K) PLAN

401k

Assets$86.1M
Participants760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

BROTHERHOOD MUTUAL INSURANCE COMPANY CONSOLIDATED WELFARE BENEFIT PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BROTHERHOOD MUTUAL INSURANCE COMPANY 401(K) PLAN401k$86.1M7602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511BROTHERHOOD MUTUAL INSURANCE COMPANY CONSOLIDATED WELFARE BENEFIT PLANMixedGUARDIAN LIFE INSURANCE COMPANY$1.4M1,2702025
Retirement plans
Welfare plans
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