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Sponsor portfolioTH

INDEX ANALYTICS LLC

EIN 45-5364115-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$4.5M premiums
Participants
648
7265 WINDSOR PARK BOULEVARD, SUITE 106 - WINDSOR MILL, MD 21244443-561-6128index-analytics.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$13.8M - 316 part#501Fully Insured-$4.5M - 912 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 912 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$4.3M
  • Vision$4.3M
  • Other$118K
  • Life$92K
  • Short-term disability$75K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITEDHEALTHCARE INSURANCE COMPANY95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • TRANSAMERICA LIFE INSURANCE COMPANY2%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • TELADOC0%
Total $4.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • MCCARTY INSURANCE INC74%
  • KELLY & ASSOCIATES INSURANCE GROUP23%
  • M W E SOLUTIONS, INC.1%
  • KELLY BENEFITS1%
Total $296K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INDEX ANALYTICS LLC 401(K) PLAN

401k

Assets$13.8M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INDEX ANALYTICS LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives912
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INDEX ANALYTICS LLC 401(K) PLAN401k$13.8M3162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INDEX ANALYTICS LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.5M9122025
Retirement plans
Welfare plans
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