Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Vision$132K
Sponsor portfolio
MITTERA GROUP, INC.
EIN 42-1028248Latest filing 2025
Plans
2
Retirement
1
$85.1M assets
Welfare
1
$1.4M premiums
Participants
3,524
5085 NE 17TH ST - DES MOINES, IA 50313515-343-5359
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 1,698 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY83%
- DELTA DENTAL OF CALIFORNIA9%
- UNITED HEALTHCARE INSURANCE COMPANY5%
- EMPLOYEE & FAMILY RESOURCES, INC.3%
Broker market share
Schedule A broker compensation
71%top
- LOCKTON COMPANIES, LLC71%
- HOLMES MURPHY & ASSOCIATES19%
- PLANSOURCE BEN ADMINISTRATION INC6%
- AVANT SPECIALTY BENEFITS LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MITTERA GROUP, INC. 401(K) RETIREMENT PLAN
401k
Assets$85.1M
Participants1,826
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MITTERA GROUP, INC. EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives1,698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MITTERA GROUP, INC. 401(K) RETIREMENT PLAN | 401k | $85.1M | 1,826 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MITTERA GROUP, INC. EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1.4M | 1,698 | 2025 |
Retirement plans
Welfare plans