PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UEBELHOR & SONS, INC.
Sponsor portfolio

UEBELHOR & SONS, INC.

EIN 35-1693765-Latest filing 2025
Plans
2
Retirement
1
$11.4M assets
Welfare
1
$255K premiums
Participants
331
972 WERNSING ROAD, PO BOX 630 - JASPER, IN 47546812-482-2222
Plans on this EIN
2 filings
#001401k-$11.4M - 138 part#501Mixed-$255K - 313 lives

Benefits portfolio analytics

1 plan / $255K premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$137K
  • Life$115K
  • Long-term disability$115K
  • Dental$101K
  • Vision$17K
Total $255K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • PARAMOUNT DENTAL46%
  • HARTFORD LIFE AND ACCIDENT45%
  • AFLAC9%
Total $255K3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • HOUCHENS INSURANCE GROUP INC89%
  • MARSHA S TALLEY8%
  • KYLE ELLISON1%
  • JANE A. KATTER0%
  • BRANDEE L JUSTUS0%
  • +3 more
Total $44K8 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

UEBELHOR AND SONS CHEVROLET 401(K) PLAN

401k

Assets$11.4M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UEBELHOR & SONS INC. EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$255K
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UEBELHOR AND SONS CHEVROLET 401(K) PLAN401k$11.4M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UEBELHOR & SONS INC. EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$255K3132025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica