Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Long-term disability$73K
- Life$24K
- Other$17K
Sponsor portfolio
PROVIDENCE MEDICAL GROUP LLC
EIN 35-2095108Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$1.5M premiums
Participants
289
2723 SOUTH 7TH STREET - TERRE HAUTE, IN 47802812-232-8164
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 99 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- ANTHEM LIFE INSURANCE COMPANY94%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
58%top
- UMBERTO CAPODICI JR.58%
- YOUSSEF MARZOUK32%
- USI INSURANCE SERVICES LLC9%
- UMBERTO CAPODICI1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROVIDENCE MEDICAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$22.9M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROVIDENCE MEDICAL GROUP LLC EMPLOYEE BENEFITS PLAN
Fully Insured - ANTHEM INSURANCE COMPANIES, INC.
Premiums$1.5M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROVIDENCE MEDICAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $22.9M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROVIDENCE MEDICAL GROUP LLC EMPLOYEE BENEFITS PLAN | Fully Insured | ANTHEM INSURANCE COMPANIES, INC. | $1.5M | 99 | 2025 |
Retirement plans
Welfare plans