Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$126K
- Dental$99K
- Vision$99K
- Life$99K
- Short-term disability$99K
Sponsor portfolio
SPARTAN INVESTMENT GROUP
EIN 35-2513708real estateLatest filing 2025
Plans
2
Retirement
1
$2.1M assets
Welfare
1
$126K premiums
Participants
327
17301 W COLFAX AVE SUITE 120 - GOLDEN, CO 80401866-375-4438spartan-investors.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $126K premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- PRINCIPAL LIFE INSURANCE COMPANY78%
- RELIANCE STANDARD LIFE INSURANCE COMPANY22%
Broker market share
Schedule A broker compensation
60%top
- CENTENNIAL ADVISOR GROUP LLC60%
- GIS BENEFITS INC40%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPARTAN INVESTMENT GROUP 401(K) PLAN
401k
Assets$2.1M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPARTAN INVESTMENT GROUP, LLC BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$126K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPARTAN INVESTMENT GROUP 401(K) PLAN | 401k | $2.1M | 215 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPARTAN INVESTMENT GROUP, LLC BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $126K | 200 | 2025 |
Retirement plans
Welfare plans