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Sponsor portfolioWelfare / HealthEIN 01-0694771
FUND EVALUATION GROUP, LLC
201 E FIFTH STREET · CINCINNATI, OH 45202
5137195129
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
269
No prior year
Total participants
138
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.9M | 85.3% | |
| Life | $82K | 3.7% | |
| Long-term disability | $82K | 3.7% | |
| Other | $82K | 3.7% | |
| Dental | $71K | 3.2% | |
| Vision | $13K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 311440175 | H | $1.9M | 92.0% | 1 | 1 | 269 |
EIN 135123390 | LLTDOth | $82K | 4.0% | 1 | 1 | 137 |
EIN 311119867 | D | $71K | 3.4% | 1 | 1 | 110 |
EIN 061227840 | V | $13K | 0.6% | 1 | 1 | 105 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | CINCINNATI, OH | SUPERIOR DENTAL CARE, VISION SERVICE PLAN, GUARDIAN, COMMUNITY INSURANCE COMPANY | $40K | $2K | $42K | 91.7% | 1 |
| HORAN ASSOCIATES INC. | CINCINNATI, OH | SUPERIOR DENTAL CARE, COMMUNITY INSURANCE COMPANY | $2K | $1 | $2K | 5.3% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | GUARDIAN | $1K | $0 | $1K | 2.7% | 1 |
| WATCHTOWER TECHNOLOGIES INC | CHICAGO, IL | VISION SERVICE PLAN | $128 | $0 | $128 | 0.3% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan