Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$41K
- Life$31K
- Long-term disability$11K
Sponsor portfolio
THEORIS, INC.
EIN 35-1604343management consultingLatest filing 2024
Plans
2
Retirement
1
$13.7M assets
Welfare
1
$51K premiums
Participants
579
9000 KEYSTONE CROSSING, SUITE 230 - INDIANAPOLIS, IN 46240317-968-9965theoris.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $51K premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY82%
- UNITED HEALTHCARE INSURANCE COMPANY18%
Broker market share
Schedule A broker compensation
64%top
- ENROLLEASE64%
- TOTALIS BENEFITS23%
- UNIFIED GROUP SERVICES, INC.9%
- NFP INSURANCE SERVICES INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$13.7M
Participants418
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THEORIS GROUP, INC. HEALTH PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$51K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THEORIS GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $13.7M | 418 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THEORIS GROUP, INC. HEALTH PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $51K | 183 | 2024 |
Retirement plans
Welfare plans