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Sponsor portfolio

PREMIER FORGE GROUP, LLC

EIN 83-4343140-aviation & aerospace-Latest filing 2025
Plans
13
Retirement
2
$22.1M assets
Welfare
11
$8.9M premiums
Participants
813
250 E LAFAYETTE ST - PORTLAND, IN 47371800-757-8121LinkedIn501-1000 employeesaviation & aerospace
Plans on this EIN
13 filings
#002401k-$17.5M - 259 part#001401k-$4.6M - 174 part#515Fully Insured-$4.5M - 515 lives#501Fully Insured-$2.7M - 400 lives#504Fully Insured-$306K - 371 lives#505Fully Insured-$306K - 371 lives#506Fully Insured-$306K - 371 lives#511Fully Insured-$175K - 561 lives#512Fully Insured-$175K - 561 lives#513Fully Insured-$175K - 561 lives#502Fully Insured-$168K - 471 lives#510Fully Insured-$54K - 103 lives#503Fully Insured-$33K - 194 lives

Retirement portfolio analytics

2 plans aggregated / $22.1M assets / 433 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • GROUP NON-UNION 401(K) (#002)79%
  • GROUP RETIREMENT PLAN (#001)21%
Total $22.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $22.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP NON-UNION 401(K) (#002)259
  • GROUP RETIREMENT PLAN (#001)174
Total 433Click row to drill in

Benefits portfolio analytics

11 plans / $8.9M premiums / 4,479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$2.8M
  • Other$443K
  • Life$333K
  • Short-term disability$209K
  • Long-term disability$202K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • ANTHEM LIFE INSURANCE COMPANY63%
  • KAISER FOUNDATION HEALTH PLAN INC25%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • VISION SERVICE PLAN1%
  • DENTAL CARE PLUS, INC.0%
Total $4.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • WILLIS TOWERS WATSON US LLC79%
  • VOLUNTARY BENEFIT ADVISORS17%
  • MARSH & MCLENNAN AGENCY LLC4%
Total $291K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PREMIER FORGE GROUP NON-UNION 401(K) PLAN

401k

Assets$17.5M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PREMIER FORGE GROUP RETIREMENT PLAN

401k

Assets$4.6M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

PREMIER FORGE GROUP WELFARE BENEFITS PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$4.5M
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PREMIER FORGE GROUP HEALTH PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$2.7M
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PREMIER FORGE GROUP LIFE INSURANCE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$306K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PREMIER FORGE GROUP SHORT TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$306K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PREMIER FORGE GROUP LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$306K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

PREMIER FORGE GROUP VOLUNTARY ACCIDENT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$175K
Covered lives561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

PREMIER FORGE GROUP VOLUNTARY CRITICAL ILLNESS PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$175K
Covered lives561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

PREMIER FORGE GROUP VOLUNTARY HOSPITAL INDEMNITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$175K
Covered lives561
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PREMIER FORGE GROUP DENTAL PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC.

Premiums$168K
Covered lives471
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

PREMIER FORGE GROUP VOLUNTARY LIFE AND AD&D

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$54K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PREMIER FORGE GROUP VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$33K
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PREMIER FORGE GROUP NON-UNION 401(K) PLAN401k$17.5M2592024
001PREMIER FORGE GROUP RETIREMENT PLAN401k$4.6M1742024

Welfare plans11

Plan #NameFundingCarrierPremiumsCoveredLatest year
515PREMIER FORGE GROUP WELFARE BENEFITS PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$4.5M5152025
501PREMIER FORGE GROUP HEALTH PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$2.7M4002024
504PREMIER FORGE GROUP LIFE INSURANCE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$306K3712024
505PREMIER FORGE GROUP SHORT TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$306K3712024
506PREMIER FORGE GROUP LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$306K3712024
511PREMIER FORGE GROUP VOLUNTARY ACCIDENT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$175K5612024
512PREMIER FORGE GROUP VOLUNTARY CRITICAL ILLNESS PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$175K5612024
513PREMIER FORGE GROUP VOLUNTARY HOSPITAL INDEMNITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$175K5612024
502PREMIER FORGE GROUP DENTAL PLANFully InsuredANTHEM INSURANCE COMPANIES, INC.$168K4712024
510PREMIER FORGE GROUP VOLUNTARY LIFE AND AD&DFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$54K1032024
503PREMIER FORGE GROUP VISION PLANFully InsuredVISION SERVICE PLAN$33K1942024
Retirement plans
Welfare plans
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