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Sponsor portfolioWelfare / HealthEIN 35-1657717

OAK MOTORS & INDIANA FINANCE COMPANY

9601 INNOVATION DRIVE · DALEVILLE, IN 47334
7653784500
Plans filed
4
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$173K
No prior year
Persons covered
101
No prior year
Total participants
101
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #505$173K
OAK MOTORS & INDIANA FINANCE COMPANY BENEFIT PLAN
Mixed101 covered·3 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #502$59K
OAK MOTORS, INC. DENTAL PLAN
Fully insured189 covered·1 carrier
Primary: HEALTH RESOURCES, INC.
Plan #504$20K
OAK MOTORS, INC. LIFE AND AD&D PLAN
Fully insured151 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #501$0
OAK MOTORS, INC. MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$102K16.2%
Dental$91K14.5%
Vision$91K14.5%
Life$91K14.5%
Short-term disability$91K14.5%
Long-term disability$91K14.5%
Stop-loss$71K11.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$91K52.6%11101
SIRIUS AMERICA INSURANCE COMPANY
EIN 132997499
SL
$71K41.2%1175
HCC LIFE INSURANCE COMPANY
EIN 351817054
Oth
$11K6.2%1177

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STALWART INSURANCE LLCPITTSBURG, PAHCC LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$7K$0$7K40.6%1
ENROLLEASEATLANTA, GASIRIUSPOINT AMERICA INSURANCE COMPANY$4K$0$4K21.1%1
VARNEY & COMPANY BENEFITS ADVISORSDUNCANSVILLE, PATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$3K$0$3K16.3%1
AON CONSULTING INCINDIANAPOLIS, INHCC LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$2K$0$2K14.3%1
AMWINS—SIRIUSPOINT AMERICA INSURANCE COMPANY$1K$0$1K7.6%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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