Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$850K
- Life$406K
- Short-term disability$406K
- Long-term disability$406K
- Other$406K
- Vision$50K
- +1 more
Sponsor portfolio
BLUE & CO., LLC
EIN 35-1178661accountingLatest filing 2025
Plans
2
Retirement
1
$114.6M assets
Welfare
1
$1.3M premiums
Participants
1,175
12800 N. MERIDIAN STREET #400 - CARMEL, IN 46032317-848-8920blueandco.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 429 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- UNIMERICA INSURANCE COMPANY64%
- SYMETRA LIFE INSURANCE COMPANY31%
- VISION SERVICE PLAN4%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
43%top
- STEALTH PARTNER GROUP LLC43%
- JA BENEFITS LLC40%
- HYLANT GROUP INC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BLUE & CO. 401(K) PLAN
401k
Assets$114.6M
Participants746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BLUE & CO., LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - UNIMERICA INSURANCE COMPANY
Premiums$1.3M
Covered lives429
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUE & CO. 401(K) PLAN | 401k | $114.6M | 746 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BLUE & CO., LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | UNIMERICA INSURANCE COMPANY | $1.3M | 429 | 2025 |
Retirement plans
Welfare plans