PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEPLER BROOM, LLC
Sponsor portfolio

HEPLER BROOM, LLC

EIN 37-1009085-law practice-Latest filing 2025
Plans
2
Retirement
1
$73.7M assets
Welfare
1
$1.7M premiums
Participants
442
130 NORTH MAIN - EDWARDSVILLE, IL 620250510618-656-0184heplerbroom.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$73.7M - 265 part#501Fully Insured-$1.7M - 175 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$118K
  • Vision$118K
  • Other$77K
  • Life$59K
  • Long-term disability$50K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY10%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COUCH & HEPLER LLC100%
Total $116K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$73.7M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEPLERBROOM LLC WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HEPLERBROOM, LLC 401(K) PROFIT SHARING PLAN401k$73.7M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEPLERBROOM LLC WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M1752025
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