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Sponsor portfolioWelfare / HealthEIN 35-1970447

SCHWARZ PARTNERS, LP

10 W. CARMEL DRIVE, SUITE 300 · CARMEL, IN 46032
3172901140
Plans filed
3
Years active
2015–2024
Industry
NAICS 33
Latest filing
2024
Total premiums (latest)
$10.2M
No prior year
Persons covered
7,905
No prior year
Total participants
7,910
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$8.8M
SCHWARZ PARTNERS, LP MEWA
MEWA1,156 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$1.4M
SCHWARZ PARTNERS, L.P. GROUP BENEFIT PLAN
Mixed1,669 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$11K
SCHWARZ PARTNERS, LP TRAVEL ACCIDENT PLAN
MEWA5,080 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.4M51.4%
Other$2.1M14.6%
Life$2.1M14.5%
Long-term disability$2.1M14.5%
Dental$489K3.4%
Vision$215K1.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$7.4M72.5%11603
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$2.1M20.5%222,825
DELTA DENTAL OF CALIFORNIA
EIN 351545647
D
$489K4.8%11845
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
V
$215K2.1%221,783
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$11K0.1%115,080

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HYLANT GROUP INCTOLEDO, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF INDIANA$302K$16K$318K99.4%2
ASSUREDPARTNERSINDIANAPOLIS, INFEDERAL INSURANCE COMPANY$2K$303$2K0.6%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
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