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Sponsor portfolioWelfare / HealthEIN 35-0663407

SMITH BROTHERS OF BERNE, INC

356 MONROE ST · BERNE, IN 467111265
2605892131
Plans filed
4
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$471K
No prior year
Persons covered
1,104
No prior year
Total participants
1,040
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$289K
SMITH BROTHERS OF BERNE, INC. GROUP VOLUNTARY BENEFITS PLAN
Fully insured622 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY
Plan #504$182K
SMITH BROTHERS OF BERNE, INC. GROUP LIFE PLAN
Fully insured482 covered·1 carrier
Primary: AMERICAN UNITED LIFE INSURANCE COMPANY
Plan #501$0
SMITH BROTHERS OF BERNE, INC. GROUP MEDICAL PLAN
Self-funded0 covered·0 carriers
Plan #508$0
SMITH BROTHERS OF BERNE, INC. GROUP FLEX PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$471K33.3%
Dental$289K20.4%
Vision$289K20.4%
Life$182K12.9%
Long-term disability$182K12.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVOth
$289K61.3%11622
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 350145825
LLTDOth
$182K38.7%11482

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ONI RISK PARTNERS INCCARMEL, INPRINCIPAL LIFE INSURANCE COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY$61K$7K$69K91.3%2
HYLANT GROUP INCTOLEDO, OHAMERICAN UNITED LIFE INSURANCE COMPANY$0$7K$7K8.7%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
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