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Sponsor portfolioWelfare / HealthEIN 35-0957980
BOSE MCKINNEY & EVANS LLP
111 MONUMENT CIRCLE · INDIANAPOLIS, IN 46204
3176845000
- Plans filed
- 3
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$537K
No prior year
Persons covered
302
No prior year
Total participants
250
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$537K
BOSE MCKINNEY & EVANS LLP EMPLOYEE WELFARE BENEFIT PLAN
Mixed302 covered·5 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #501$187K
BOSE MCKINNEY & EVANS LONG TERM DISABILITY & LIFE INSURANCE PLAN
Fully insured182 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$0
BOSE MCKINNEY & EVANS LLP HEALTH PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $338K | 28.9% | |
| Life | $318K | 27.1% | |
| Long-term disability | $318K | 27.1% | |
| Dental | $177K | 15.1% | |
| Vision | $21K | 1.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $318K | 59.2% | 1 | 1 | 250 |
EIN 351545647 | D | $177K | 33.0% | 1 | 1 | 302 |
EIN 520913817 | VOth | $31K | 5.8% | 1 | 2 | 269 |
EIN 363739783 | Oth | $10K | 1.9% | 1 | 1 | 250 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCASCIO HADDEN & DENNIS LLC | INDIANAPOLIS, IN | ANTHEM LIFE INSURANCE COMPANY, DELTA DENTAL OF INDIANA, ANTHEM INSURANCE COMPANIES, INC. | $73K | $459 | $74K | 67.2% | 1 |
| AON CONSULTING INC | CHICAGO, IL | LIFE INSURANCE COMPANY OF NORTH AMERICA | $21K | $4K | $25K | 23.1% | 1 |
| LHD BENEFIT ADVISORS | INDIANAPOLIS, IN | LIFE INSURANCE COMPANY OF NORTH AMERICA | $11K | $0 | $11K | 9.7% | 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