Form 5500 · Employee benefit plan · CINCINNATI, OH
FUND EVALUATION GROUP, LLC
FUND EVALUATION GROUP, LLC of CINCINNATI, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB HEARTLAND, LLC. Coverage is written through COMMUNITY INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0694771 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Health | 269 | December | $27,200 |
| GUARDIAN | Life, Disability | 137 | December | $11,800 |
| SUPERIOR DENTAL CARE | Dental | 110 | December | $3,525 |
| VISION SERVICE PLAN | Vision | 105 | December | $958 |
Questions
Who is FUND EVALUATION GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, FUND EVALUATION GROUP, LLC's broker of record is HUB HEARTLAND, LLC.
What insurance carrier does FUND EVALUATION GROUP, LLC use?
FUND EVALUATION GROUP, LLC's benefit plan is written through COMMUNITY INSURANCE COMPANY, among 4 disclosed carriers.
When does FUND EVALUATION GROUP, LLC's group plan renew?
The most recent Schedule A policy period for FUND EVALUATION GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FUND EVALUATION GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.