Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$575K
- Other$55K
- Dental$48K
- Life$37K
- Short-term disability$37K
- Long-term disability$37K
- +1 more
Sponsor portfolio
PROFILE PLAN LLC
EIN 87-4119852Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$686K premiums
Participants
72
3209 WEST SMITH VALLEY ROAD, SUITE 207 - GREENWOOD, IN 46142206-999-2819
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $686K premiums / 38 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- DELTA DENTAL OF CALIFORNIA7%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
70%top
- NFP INSURANCE SERVICES INC70%
- MARSH & MCLENNAN AGENCY LLC28%
- JAMES R NELLIGAN & ASSOCIATES LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROFILE PLAN LLC 401(K) PLAN
401k
Assets$4.7M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROFILE PLAN HOLDINGS, LLC WRAP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$686K
Covered lives38
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROFILE PLAN LLC 401(K) PLAN | 401k | $4.7M | 72 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROFILE PLAN HOLDINGS, LLC WRAP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $686K | 38 | 2024 |
Retirement plans
Welfare plans