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Sponsor portfolio

FISCHER MANAGEMENT LLC

EIN 61-0990213-Latest filing 2025
Plans
2
Retirement
1
$94.7M assets
Welfare
1
$793K premiums
Participants
1,889
3940 OLYMPIC BOULEVARD, SUITE 400 - ERLANGER, KY 41018859-341-4709
Plans on this EIN
2 filings
#001401k-$94.7M - 1,103 part#502Mixed-$793K - 786 lives

Benefits portfolio analytics

1 plan / $793K premiums / 786 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$491K
  • Vision$491K
  • Life$303K
  • Long-term disability$303K
  • Other$303K
Total $793K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • UNITED HEALTHCARE INSURANCE COMPANY62%
  • STANDARD INSURANCE COMPANY38%
Total $793K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • USI INSURANCE SERVICES LLC55%
  • BUSINESS INSURANCE AGENCY30%
  • AON CONSULTING INC14%
Total $89K3 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

FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST

401k

Assets$94.7M
Participants1,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE FISCHER MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$793K
Covered lives786
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FISCHER HOMES 401(K) PROFIT PLUS PLAN AND TRUST401k$94.7M1,1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE FISCHER MANAGEMENT LLC HEALTH AND WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$793K7862025
Retirement plans
Welfare plans
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