Form 5500 · Employee benefit plan · NEWBURGH, IN
ENERGY SYSTEMS GROUP, LLC
ENERGY SYSTEMS GROUP, LLC of NEWBURGH, IN spreads its employee benefits across 5 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through ANTHEM INSURANCE COMPANIES, INC. and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-2017952 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM INSURANCE COMPANIES, INC., covers 635 people.
Reported premium across the insured contracts is $5,989,667, with $227,888 in disclosed broker commissions — about 3.8% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in June — the plan is on a split renewal cycle.
LOCKTON COMPANIES, LLC is the broker of record on 4 of the 5 contracts; the rest name a different broker or none.
5 carriers appear on the filing — ANTHEM INSURANCE COMPANIES, INC., DELTA DENTAL OF INDIANA, LIFE INSURANCE COMPANY OF NORTH AMERICA and VISION SERVICE PLAN among them — with ANTHEM INSURANCE COMPANIES, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Health | 635 | December | $5,203,797 | $138,801 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 385 | June | $337,233 | $50,585 |
| DELTA DENTAL OF INDIANA | Dental | 868 | December | $366,594 | $35,950 |
| VISION SERVICE PLAN | Vision | 325 | December | $72,085 | $2,268 |
| HEALTH BENEFIT PARTNERS INSURANCE SOLUTIONS, INC. | Health | 1 | December | $9,958 | $284 |
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