Carrier market share
Premium dollars by Schedule A carrier
100%top
- COMPANION LIFE INSURANCE COMPANY100%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Sponsor portfolio
NEW CLAIM DOC LLC
EIN 81-0982959Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$294K premiums
Participants
183
3200 WESTOWN PKWY - WEST DES MOINES, IA 502661110515-850-5015
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $294K premiums / 135 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
63%top
- PAYCHEX INSURANCE AGENCY, INC.63%
- GALLAGHER BENEFIT SERVICES, INC.37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.6M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLAIM DOC, LLC HEALTH CARE PLAN
Mixed - COMPANION LIFE INSURANCE CO
Premiums$294K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEW CLAIM DOC LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.6M | 183 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLAIM DOC, LLC HEALTH CARE PLAN | Mixed | COMPANION LIFE INSURANCE CO | $294K | 135 | 2024 |
Retirement plans
Welfare plans