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Sponsor portfolio

AUTOMATED ROUTING, INC.

EIN 35-1899657-machinery-Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$143K premiums
Participants
208
16920 N. STATE RD 545 - ST. MEINRAD, IN 47577812-357-2429automatedrouting.comLinkedIn1-10 employeesmachinery
Plans on this EIN
2 filings
#001401k-$3.3M - 99 part#501Mixed-$143K - 109 lives

Benefits portfolio analytics

1 plan / $143K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$107K
  • Short-term disability$107K
  • Long-term disability$64K
  • Other$64K
  • Dental$29K
  • Vision$7K
Total $143K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • HEALTH RESOURCES, INC.20%
  • VISION SERVICE PLAN5%
Total $143K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HOUCHENS INSURANCE GROUP INC86%
  • DAVID SPARKS PURVIS4%
  • DEBORAH S GOLDEN2%
  • AMY POYNTER2%
  • CRTX2 LLC1%
  • +3 more
Total $28K8 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

AUTOMATED ROUTING, INC. RETIREMENT PLAN

401k

Assets$3.3M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOMATED ROUTING, INC EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$143K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUTOMATED ROUTING, INC. RETIREMENT PLAN401k$3.3M992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOMATED ROUTING, INC EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$143K1092025
Retirement plans
Welfare plans
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