Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Vision$2.0M
- Life$161K
- Short-term disability$161K
- Long-term disability$161K
- +1 more
Sponsor portfolio
NEAR NORTH TITLE GROUP LLC
EIN 45-5460763Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$2.2M premiums
Participants
480
865 W CARMEL DRIVE, SUITE 110 - CARMEL, IN 46032317-843-5300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 317 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
76%top
- THE PLEXUS GROUPE LLC76%
- LOCKTON COMPANIES, LLC18%
- WATCHTOWER BENEFITS, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEAR NORTH TITLE GROUP 401(K) P/S PLAN
401k
Assets$6.5M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEAR NORTH TITLE GROUP HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.2M
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEAR NORTH TITLE GROUP 401(K) P/S PLAN | 401k | $6.5M | 251 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEAR NORTH TITLE GROUP HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.2M | 317 | 2025 |
Retirement plans
Welfare plans