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Sponsor portfolioWelfare / HealthEIN 43-1270780
CREATIVE PLANNING, LLC
5454 W. 110TH STREET · OVERLAND PARK, KS 66211
9138156543
- Plans filed
- 7
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
2,477
No prior year
Total participants
0
No prior year
Plans filed
7
No prior year
Plans under this sponsor
7 plans
Plan #501$2.1M
CREATIVE PLANNING, LLC COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN
Mixed2,477 covered·4 carriers
Primary: GUARDIAN LIFE
Plan #502$1.1M
CREATIVE PLANNING GROUP LIFE & AD&D PLANS
Fully insured0 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #505$225K
CREATIVE PLANNING GROUP VISION PLAN
Fully insured0 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #503$0
CREATIVE PLANNING GROUP HEALTH PLAN
Self-funded0 covered·0 carriers
Plan #504$0
CREATIVE PLANNING GROUP DENTAL PLAN
Self-funded0 covered·0 carriers
Plan #506$0
CREATIVE PLANNING GROUP FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers
Plan #507$0
CREATIVE PLANNING GROUP LONG TERM DISABILITY PLAN
Fully insured100 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $1.7M | 23.0% | |
| Short-term disability | $1.7M | 23.0% | |
| Long-term disability | $1.7M | 23.0% | |
| Other | $1.7M | 23.0% | |
| Vision | $370K | 4.9% | |
| Health | $112K | 1.5% | |
| Prescription drug | $112K | 1.5% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 135123390 | LSTDLTDOth | $1.7M | 80.7% | 1 | 1 | 2,477 |
EIN 061227840 | V | $303K | 14.1% | 1 | 1 | 1,738 |
EIN 990040115 | HRxV | $66K | 3.1% | 1 | 1 | 15 |
EIN 941340523 | HRx | $45K | 2.1% | 1 | 1 | 8 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | VISION SERVICE PLAN, GUARDIAN LIFE | $225K | $93K | $319K | 100.0% | 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