PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ADEPT GROUP LLC

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 80-0149220

ADEPT GROUP LLC

1 E BROAD STREET · BETHLEHEM, PA 18018
4843033399
Plans filed
1
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$159K
No prior year
Persons covered
36
No prior year
Total participants
18
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$159K
ADEPT GROUP LLC EMPLOYEE BENEFIT PLAN
Mixed36 covered·4 carriers
Primary: CRUM & FORSTER

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$138K78.4%
Dental$15K8.5%
Vision$15K8.5%
Short-term disability$4K2.2%
Life$2K1.2%
Other$2K1.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED STATES FIRE INSURANCE COMPANY
EIN 221964315
SL
$138K86.3%1117
CAPITAL ADVANTAGE ASSURANCE COMPANY
EIN 455492167
DV
$15K9.5%1136
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDOth
$6K3.7%1225
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 521996029
SL
$8680.5%110

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BSI CORPORATE BENEFITS LLCSOUTHFIELD, MICAPITAL ADVANTAGE ASSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY$2K$559$3K100.0%1

History & trajectory

5 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