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Sponsor portfolioWelfare / HealthEIN 45-5364115

INDEX ANALYTICS LLC

7265 WINDSOR PARK BOULEVARD · WINDSOR MILL, MD 21244
4435616128
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.5M
No prior year
Persons covered
912
No prior year
Total participants
332
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.5M
INDEX ANALYTICS LLC EMPLOYEE BENEFITS PLAN
Fully insured912 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$4.3M32.5%
Dental$4.3M32.5%
Vision$4.3M32.5%
Other$118K0.9%
Life$92K0.7%
Short-term disability$75K0.6%
Long-term disability$45K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$4.3M94.7%11912
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$143K3.2%14340
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LOth
$69K1.5%1151
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
Oth
$17K0.4%1177
TELADOC
EIN 043705970
Oth
$10K0.2%1165

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCCARTY INSURANCE INCPERRY HALL, MDUNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY$39K$180K$219K74.0%1
KELLY & ASSOCIATES INSURANCE GROUPSPARKS, MDUNITEDHEALTHCARE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HEALTHIESTYOU C/O TELADOC HEALTH INC$61K$8K$69K23.3%1
M W E SOLUTIONS, INC.MILLERSVILLE, MDTRANSAMERICA LIFE INSURANCE COMPANY$4K$0$4K1.4%1
KELLY BENEFITSSPARKS, MDMETLIFE LEGAL PLANS$2K$2K$4K1.3%1

History & trajectory

4 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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