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  2. BHI SENIOR LIVING, INC.
Sponsor portfolioTH

BHI SENIOR LIVING, INC.

EIN 35-0931432-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$52.2M assets
Welfare
1
$1.3M premiums
Participants
2,793
8330 ALLISON POINTE TRAIL - INDIANAPOLIS, IN 46250317-873-3371bhiseniorliving.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$52.2M - 1,940 part#501Mixed-$1.3M - 1,399 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$833K
  • Life$579K
  • Short-term disability$579K
  • Long-term disability$579K
  • Dental$413K
  • Vision$90K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY43%
  • DELTA DENTAL OF CALIFORNIA31%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • BLUE CHIP BENEFITS19%
  • J M MARKETING LLC6%
Total $159K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN

401k

Assets$52.2M
Participants1,940
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BHI SENIOR LIVING, INC. SELECTIVE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BHI SENIOR LIVING, INC. EMPLOYEE RETIREMENT PLAN401k$52.2M1,9402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BHI SENIOR LIVING, INC. SELECTIVE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.3M1,3992025
Retirement plans
Welfare plans
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