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Sponsor portfolio

EXPERIGREEN MGT LLC

EIN 81-4172605-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$818K premiums
Participants
1,203
3840 EDISON LAKES PKWY - MISHAWAKA, IN 46545317-319-1419
Plans on this EIN
2 filings
#001401k-$2.9M - 583 part#501Fully Insured-$818K - 630 lives

Benefits portfolio analytics

1 plan / $818K premiums / 630 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$799K
  • Dental$799K
  • Prescription drug$799K
  • Vision$12K
  • Long-term disability$12K
  • Life$7K
  • +1 more
Total $818K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • ANTHEM LIFE INSURANCE COMPANY99%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $818K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • J.D. RESLEY ASSOCIATES INC78%
  • COBBS ALLEN & HALL INC20%
  • INDIANA CHAMBER INSURANCE AGENCY2%
  • JOHN DAVID RESLEY0%
Total $39K4 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

EXPERIGREEN 401(K) PLAN

401k

Assets$2.9M
Participants583
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXPERIGREEN MGT LLC WELFARE BENEFIT PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$818K
Covered lives630
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXPERIGREEN 401(K) PLAN401k$2.9M5832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXPERIGREEN MGT LLC WELFARE BENEFIT PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$818K6302025
Retirement plans
Welfare plans
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