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Sponsor portfolioWelfare / HealthEIN 95-4406881
GEO FOUNDATION
3145 N. MERIDIAN STREET · INDIANAPOLIS, IN 46208
3177134206
- Plans filed
- 1
- Years active
- 2017–2025
- Industry
- NAICS 61
- Latest filing
- 2025
Total premiums (latest)
$285K
No prior year
Persons covered
409
No prior year
Total participants
412
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Short-term disability | $126K | 24.6% | |
| Long-term disability | $120K | 23.5% | |
| Other | $113K | 22.1% | |
| Vision | $107K | 21.0% | |
| Life | $45K | 8.8% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LSTDLTDOth | $178K | 62.3% | 1 | 7 | 409 |
EIN 440308260 | VSTDLTD | $107K | 37.7% | 1 | 1 | 247 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| FORESTER BENEFITS MANAGEMENT LLC | ALCOA, TN | RELIANCE STANDARD LIFE INSURANCE COMPANY | $37K | $0 | $37K | 46.2% | 1 |
| GREGORY & APPEL, INC. | INDIANAPOLIS, IN | RELIANCE STANDARD LIFE INSURANCE COMPANY | $30K | $2K | $32K | 39.8% | 1 |
| STACY SMALL | INDIANAPOLIS, IN | KANSAS CITY LIFE INSURANCE COMPANY | $11K | $0 | $11K | 13.4% | 1 |
| NATIONAL BENEFIT CENTER | BEACHWOOD, OH | RELIANCE STANDARD LIFE INSURANCE COMPANY | $0 | $560 | $560 | 0.7% | 1 |
History & trajectory
9 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