PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MONOSOL, LLC
Sponsor portfolio

MONOSOL, LLC

EIN 75-2937556-Latest filing 2025
Plans
2
Retirement
1
$62.4M assets
Welfare
1
$543K premiums
Participants
1,090
707 EAST 80TH PLACE, SUITE 301 - MERRILLVILLE, IN 46410219-762-3165
Plans on this EIN
2 filings
#001401k-$62.4M - 427 part#502Mixed-$543K - 663 lives

Benefits portfolio analytics

1 plan / $543K premiums / 663 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$458K
  • Other$430K
  • Life$405K
  • Short-term disability$405K
  • Vision$60K
Total $543K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY75%
  • VISION SERVICE PLAN11%
  • STANDARD INSURANCE COMPANY10%
  • FRANCISCAN ALLIANCE3%
  • ACE AMERICAN INSURANCE COMPANY1%
  • +1 more
Total $543K6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • MJ INSURANCE67%
  • JAMES R NELLIGAN & ASSOCIATES LLC20%
  • ANDREW M. VETOR5%
  • CHRISTOPHER A. BUSSEY5%
  • SPECTRUM SOURCE BROKERAGE3%
Total $120K5 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

MONOSOL 401(K) PROFIT SHARING PLAN

401k

Assets$62.4M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MONOSOL, LLC WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$543K
Covered lives663
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MONOSOL 401(K) PROFIT SHARING PLAN401k$62.4M4272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MONOSOL, LLC WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$543K6632025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica