PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THOMAS L. CARDELLA & ASSOCIATES, INC

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 20-8457872

THOMAS L. CARDELLA & ASSOCIATES, INC

3735 QUEEN COURT SOUTHWEST · CEDAR RAPIDS, IA 52404
3197404007
Plans filed
1
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$248K
No prior year
Persons covered
134
No prior year
Total participants
164
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$248K
THOMAS L. CARDELLA & ASSOCIATES, INC EMPLOYEE BENEFITS PLAN
Fully insured134 covered·3 carriers
Primary: AXIS INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$144K36.8%
Prescription drug$144K36.8%
Dental$78K19.8%
Vision$26K6.6%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AXIS INSURANCE COMPANY
EIN 391338397
HRx
$144K58.3%11134
BLUE CROSS OF CALIFORNIA
EIN 420318333
D
$78K31.3%11134
VISION SERVICE PLAN
EIN 061227840
V
$26K10.4%11122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
TRUENORTH COMPANIES LCCEDAR RAPIDS, IAAXIS INSURANCE COMPANY$15K$0$15K92.1%1
TRUE NORTH COMPANIES LCCEDAR RAPIDS, IAVISION SERVICE PLAN$1K$0$1K7.9%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
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