Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$872K
- Dental$71K
- Stop-loss$57K
- Vision$42K
- Prescription drug$26K
- Other$17K
- +3 more
Sponsor portfolio
HOOSIER INVESTMENTS, LLC
EIN 38-4029979venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$1.1M premiums
Participants
2,451
4101 EDISON LAKES PARKWAY - MISHAWAKA, IN 46545574-931-2989hoosierinvestments.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 217 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY81%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
- NATIONWIDE LIFE INSURANCE COMPANY5%
- AMERITAS LIFE INSURANCE CORP.3%
- AMERICAN FINANCIAL SECURITY LIFE INSURANCE COMPANY2%
- +3 more
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HOOSIER INVESTMENTS, LLC 401(K) PLAN
401k
Assets$1.2M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HOOSIER INVESTMENTS, LLC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HOOSIER INVESTMENTS, LLC 401(K) PLAN | 401k | $1.2M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HOOSIER INVESTMENTS, LLC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.1M | 217 | 2025 |
Retirement plans
Welfare plans