PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BAUER FAMILY RESOURCES

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 35-1165883

BAUER FAMILY RESOURCES

PO BOX 1186 · LAFAYETTE, IN 47902
7657424848
Plans filed
1
Years active
2023–2024
Industry
NAICS 62
Latest filing
2024
Total premiums (latest)
$102K
No prior year
Persons covered
195
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$102K
UNUM
Mixed195 covered·1 carrier
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$102K20.0%
Vision$102K20.0%
Life$102K20.0%
Long-term disability$102K20.0%
Other$102K20.0%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVLLTDOth
$102K100.0%11195

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GIBSON INSURANCE AGENCY, INC.FORT WAYNE, INPRINCIPAL LIFE INSURANCE COMPANY$13K$313$13K72.9%1
GIS BENEFITS INCMORRIS, ILPRINCIPAL LIFE INSURANCE COMPANY$0$5K$5K27.1%1

History & trajectory

2 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