Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$183K
- Vision$183K
- Life$151K
- Long-term disability$151K
- Other$151K
Sponsor portfolioTH
IVAN WARE & SON, INC.
EIN 61-0597150individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$333K premiums
Participants
452
4005 PRODUCE ROAD - LOUISVILLE, KY 40218502-968-2211LinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $333K premiums / 414 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- DELTA DENTAL OF CALIFORNIA55%
- METROPOLITAN LIFE INSURANCE COMPANY45%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN
401k
Assets$32.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IVAN WARE & SON HEALTH & WELFARE PLAN
Mixed - DELTA DENTAL OF KENTUCKY
Premiums$333K
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVAN WARE & SON INC. 401(K) PROFIT SHARING PLAN | 401k | $32.4M | 183 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IVAN WARE & SON HEALTH & WELFARE PLAN | Mixed | DELTA DENTAL OF KENTUCKY | $333K | 414 | 2025 |
Retirement plans
Welfare plans