Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$114K
- Vision$114K
- Life$114K
- Short-term disability$114K
- Other$114K
Sponsor portfolio
THE ANNEX GROUP, LLC
EIN 82-3520846real estateLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$114K premiums
Participants
268
8680 EDISON PLAZA DRIVE - FISHERS, IN 46038317-584-8442theannexgrp.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $114K premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
78%top
- ENROLLEASE78%
- TOTALIS BENEFITS22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE ANNEX GROUP, LLC 401(K) PLAN
401k
Assets$3.5M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE ANNEX GROUP ANCILLARY BENEFITS PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$114K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE ANNEX GROUP, LLC 401(K) PLAN | 401k | $3.5M | 148 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE ANNEX GROUP ANCILLARY BENEFITS PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $114K | 183 | 2025 |
Retirement plans
Welfare plans