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Sponsor portfolioWelfare / HealthEIN 35-0145825
AMERICAN UNITED LIFE INSURANCE COMPANY
1 AMERICAN SQUARE · INDIANAPOLIS, IN 462820020
3172851877
- Plans filed
- 3
- Years active
- 2015–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$8.4M
No prior year
Persons covered
5,158
No prior year
Total participants
2,820
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #516$8.3M
WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES
Mixed5,074 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #517$171K
WELFARE BENEFIT PLAN FOR POST-65 EMERITUS AGENTS
Fully insured84 covered·4 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #506$0
SECTION 125 PLAN
Unknown0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $3.6M | 28.0% | |
| Stop-loss | $2.7M | 21.5% | |
| Dental | $1.8M | 14.2% | |
| Life | $1.7M | 13.4% | |
| Short-term disability | $1.3M | 10.0% | |
| Long-term disability | $1.3M | 10.0% | |
| Vision | $282K | 2.2% | |
| Health | $101K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350145825 | LSTDLTDOth | $3.0M | 35.4% | 2 | 3 | 2,779 |
EIN 381082080 | SL | $2.7M | 32.4% | 1 | 1 | 2,080 |
EIN 351545647 | D | $1.8M | 21.5% | 2 | 2 | 5,130 |
EIN 060838648 | HOth | $623K | 7.4% | 2 | 2 | 206 |
EIN 061227840 | V | $282K | 3.3% | 2 | 2 | 2,063 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| UNITED BENEFIT ADVISORS LLC | CHICAGO, IN | SUN LIFE ASSURANCE COMPANY OF CANADA | $46K | $0 | $46K | 60.9% | 1 |
| LOCASCIO HADDEN & DENNIS LLC | INDIANAPOLIS, IN | DELTA DENTAL OF INDIANA, VISION SERVICE PLAN | $17K | $0 | $17K | 22.0% | 2 |
| UMR, INC. | WAUSAU, WI | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | $13K | $13K | 17.1% | 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