Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$774K
- Other$133K
- Long-term disability$117K
- Life$102K
- Short-term disability$96K
- Vision$66K
Sponsor portfolioTH
PLANET EQUITY GROUP, LLC
EIN 46-1996256telecommunicationsLatest filing 2025
Plans
2
Retirement
1
$53.3M assets
Welfare
1
$1.3M premiums
Participants
2,356
24651 CENTER RIDGE ROAD, SUITE 475 - WESTLAKE, OH 44145888-845-2539LinkedIn501-1000 employeestelecommunications
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 1,170 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- UNIMERICA INSURANCE COMPANY60%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
- BRANDON PENKO0%
- RUSSELL J CARPENTIERI0%
- CHRIS GUZEWICH0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLANET EQUITY GROUP, LLC 401(K) PLAN
401k
Assets$53.3M
Participants1,678
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PLANET EQUITY GROUP, LLC WELFARE BENEFITS PLAN
Mixed - WELLPOINT
Premiums$1.3M
Covered lives1,170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLANET EQUITY GROUP, LLC 401(K) PLAN | 401k | $53.3M | 1,678 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PLANET EQUITY GROUP, LLC WELFARE BENEFITS PLAN | Mixed | WELLPOINT | $1.3M | 1,170 | 2025 |
Retirement plans
Welfare plans