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Sponsor portfolio

THE PALMER GROUP

EIN 35-1112033-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$39.7M assets
Welfare
1
$1.2M premiums
Participants
1,449
9704 E. 30TH STREET - INDIANAPOLIS, IN 46229317-247-8421palmertrucks.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$39.7M - 859 part#502Mixed-$1.2M - 1,056 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,056 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Dental$1.0M
  • Vision$1.0M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA86%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • UNITED HEALTHCARE INSURANCE COMPANY6%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • LOSCASCIO HADDEN & DENNIS LLC48%
  • COTTINGHAM & BUTLER47%
  • CAIRNSTONE FINANCIAL LLC5%
Total $140K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PALMER TRUCK GROUP 401(K) PLAN

401k

Assets$39.7M
Participants859
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PALMER GROUP EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY

Premiums$1.2M
Covered lives1,056
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALMER TRUCK GROUP 401(K) PLAN401k$39.7M8592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PALMER GROUP EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY$1.2M1,0562025
Retirement plans
Welfare plans
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