PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. MAXIMUS HEALTH GROUP, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-2695090

MAXIMUS HEALTH GROUP, LLC

P O BOX 9268 · HICKORY, NC 28603
8283228171
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$481K
No prior year
Persons covered
301
No prior year
Total participants
148
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$481K
MAXIMUS HEALTHCARE GROUP LLC WELFARE BENEFIT PLAN
Mixed301 covered·4 carriers
Primary: COMPANION LIFE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$248K20.0%
Health$233K18.9%
Stop-loss$233K18.9%
Dental$174K14.1%
Vision$174K14.1%
Life$174K14.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
HSL
$233K48.5%11148
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLOth
$174K36.2%11301
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
Oth
$49K10.2%11126
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$25K5.2%1169

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCATLANTA, GATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$22K$4K$25K53.8%1
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZCOMPANION LIFE$16K$0$16K34.8%1
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$4K$0$4K9.6%1
SMITH, THOMAS, CHRISTOPHERNASHVILLE, TNUNUM LIFE INSURANCE COMPANY OF AMERICA$820$46$8661.8%1

History & trajectory

10 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
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