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Sponsor portfolio

FLOOD & PETERSON INSURANCE, INC.

EIN 84-0475762-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$113K premiums
Participants
273
4687 WEST 18TH STREET - GREELEY, CO 80634970-506-3207
Plans on this EIN
2 filings
#001401k-$21.0M - 157 part#502Mixed-$113K - 109 lives

Benefits portfolio analytics

1 plan / $113K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$40K
  • Other$40K
  • Dental$36K
  • Long-term disability$23K
  • Vision$14K
Total $113K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY88%
  • VISION SERVICE PLAN9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $113K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • CENTERSTONE INSURANCE AND FINANCIAL72%
  • FLOOD & PETERSON BENEFITS LLC27%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $6K3 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

FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN

401k

Assets$21.0M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FLOOD & PETERSON INSURANCE, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$113K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN401k$21.0M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FLOOD & PETERSON INSURANCE, INC. EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$113K1092025
Retirement plans
Welfare plans
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