PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TMG INSURANCE SERVICES, LLC
Sponsor portfolio

TMG INSURANCE SERVICES, LLC

EIN 93-4564667-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$183.5M assets
Welfare
1
$1.8M premiums
Participants
1,279
1111 ASHWORTH RD - WEST DES MOINES, IA 502653544515-415-4549
Plans on this EIN
2 filings
#002401k-$183.5M - 765 part#507Mixed-$1.8M - 412 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Life$300K
  • Long-term disability$211K
  • Other$40K
  • Vision$18K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
  • HUMANA INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY2%
  • FIRST STOP HEALTH1%
  • +3 more
Total $1.8M8 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • GIS BENEFITS INC41%
  • WILLIS TOWERS WATSON US LLC32%
  • HOLMES MURPHY & ASSOCIATES12%
  • DIGITAL INSURANCE LLC7%
  • CENTRO BENEFITS RESEARCH LLC5%
  • +1 more
Total $30K6 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

THE MUTUAL GROUP 401(K) PLAN

401k

Assets$183.5M
Participants765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

TMG INSURANCE SERVICES, LLC WRAP PLAN

Mixed - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA

Premiums$1.8M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE MUTUAL GROUP 401(K) PLAN401k$183.5M7652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507TMG INSURANCE SERVICES, LLC WRAP PLANMixedWELLMARK BLUE CROSS BLUE SHIELD OF IOWA$1.8M4122024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica