Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.7M
- Short-term disability$1.7M
- Long-term disability$1.7M
- Other$1.7M
- Vision$370K
- Health$112K
- +1 more
Sponsor portfolioTH
CREATIVE PLANNING LLC
EIN 43-1270780financial servicesLatest filing 2025
Plans
2
Retirement
1
$371.2M assets
Welfare
1
$2.1M premiums
Participants
2,882
5454 W 110TH STREET - OVERLAND PARK, KS 662111204913-338-2727creativeplanning.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 2,477 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA81%
- VISION SERVICE PLAN14%
- HAWAII MEDICAL SERVICE ASSOCIATION3%
- KAISER FOUNDATION HEALTH PLAN INC2%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, 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
CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN
401k
Assets$371.2M
Participants2,882
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREATIVE PLANNING, LLC COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN
Mixed - GUARDIAN LIFE
Premiums$2.1M
Covered lives2,477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CREATIVE PLANNING COMPANIES EMPLOYER RETIREMENT CONTRIBUTION PLAN | 401k | $371.2M | 2,882 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREATIVE PLANNING, LLC COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN | Mixed | GUARDIAN LIFE | $2.1M | 2,477 | 2025 |
Retirement plans
Welfare plans