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Sponsor portfolioWelfare / HealthEIN 83-2318850

MODINEER INVESTMENTS, LLC

2102 S. 11TH ST · NILES, MI 49120
2696832550
Plans filed
1
Years active
2023–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$205K
No prior year
Persons covered
1,033
No prior year
Total participants
1,033
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$205K
MODINEER INVESTMENTS, LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed1,033 covered·2 carriers
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$124K48.0%
Vision$81K31.2%
Life$54K20.9%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LOth
$124K60.6%121,033
VISION SERVICE PLAN
EIN 061227840
V
$81K39.4%11607

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCORLAND PARK, ILVISION SERVICE PLAN, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$23K$0$23K58.2%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$6K$6K15.5%1
SELERIX SYSTEMS INCMCKINNEY, TXTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$5K$0$5K12.0%1
THE WORKSITE GROUP LLCCOLUMBUS, OHTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$4K$0$4K9.1%1
STEELE INSURANCEINDIANAPOLIS, INTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2K$0$2K5.1%1
THE HORTON GROUPORLAND PARK, ILVISION SERVICE PLAN$2$0$20.0%1

History & trajectory

3 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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