Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.2M
- Other$1.9M
- Short-term disability$1.5M
- Life$1.5M
- Long-term disability$1.5M
- Vision$272K
Sponsor portfolioTH
CREATIVE PLANNING LLC
EIN 43-1270780financial servicesLatest filing 2024
Plans
2
Retirement
1
$269.6M assets
Welfare
1
$4.4M premiums
Participants
4,677
5454 W 110TH STREET - OVERLAND PARK, KS 662111204913-338-2727creativeplanning.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 2,279 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- RELIASTAR LIFE INSURANCE COMPANY49%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
- BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY10%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
47%top
- LOCKTON COMPANIES, LLC47%
- USI INSURANCE SERVICES LLC29%
- MICHAEL C WALKER12%
- AEGIS RISK LLC12%
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$269.6M
Participants2,398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CREATIVE PLANNING, LLC HEALTH AND WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$4.4M
Covered lives2,279
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 | $269.6M | 2,398 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CREATIVE PLANNING, LLC HEALTH AND WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $4.4M | 2,279 | 2024 |
Retirement plans
Welfare plans