PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FORTE SPORTS MEDICINE AND ORTHOPEDICS DBA METHODIST SPORTS MEDICINE CE

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 35-1814334

FORTE SPORTS MEDICINE AND ORTHOPEDICS DBA METHODIST SPORTS MEDICINE CE

d/b/a METHODIST SPORTS MEDICINE
10767 ILLINOIS ST. · CARMEL, IN 46032
3178171204
Plans filed
2
Years active
2017–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$763K
No prior year
Persons covered
255
No prior year
Total participants
268
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$763K
FORTE SPORTS MEDICINE AND ORTHOPEDICS DBA METHODIST SPORTS MEDICINE HEALTH AND WELFARE PLAN
Mixed255 covered·4 carriers
Primary: COMPANION LIFE INSURANCE COMPANY
Plan #502$0
INDIANA POLYCLINIC LLC CBIN BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$394K48.5%
Long-term disability$122K15.0%
Other$98K12.0%
Dental$93K11.4%
Life$49K6.0%
Short-term disability$42K5.2%
Vision$15K1.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
COMPANION LIFE INSURANCE COMPANY
EIN 570523959
SL
$394K51.6%11255
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$230K30.2%17255
STANDARD INSURANCE COMPANY
EIN 930242990
DV
$108K14.1%12176
HCC LIFE INSURANCE COMPANY
EIN 351817054
Oth
$32K4.1%11174

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ASSUREDPARTNERSELMWOOD PARK, NJSTANDARD INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HCC LIFE INSURANCE COMPANY$62K$2K$64K96.4%1
NFP INSURANCE SERVICES INCAUSTIN, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$2K$2K3.0%1
ONBOARD BENEFITS LLCWEST LAFAYETTE, INTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$411$4110.6%1

History & trajectory

9 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