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Sponsor portfolioTH

ALLIED SOLUTIONS LLC

EIN 35-2125376-financial services-Latest filing 2025
Plans
2
Retirement
1
$123.2M assets
Welfare
1
$1.5M premiums
Participants
3,499
350 VETERANS WAY, SUITE 200 - CARMEL, IN 46032317-706-7600alliedsolutions.netLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$123.2M - 1,836 part#501Mixed-$1.5M - 1,647 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,647 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Short-term disability$773K
  • Long-term disability$773K
  • Life$501K
  • Vision$179K
  • Health$10K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY53%
  • SECURIAN LIFE INSURANCE COMPANY34%
  • VISION SERVICE PLAN12%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MJ INSURANCE100%
Total $244K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLIED SOLUTION , LLC

401k

Assets$123.2M
Participants1,836
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED SOLUTIONS LLC GROUP BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED SOLUTION , LLC401k$123.2M1,8362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED SOLUTIONS LLC GROUP BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$1.5M1,6472025
Retirement plans
Welfare plans
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