Form 5500 · Employee benefit plan · INDIANAPOLIS, IN
IBA GROUP INSURANCE TRUST
IBA GROUP INSURANCE TRUST of INDIANAPOLIS, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ERTEL & COMPANY, INC.. Coverage is written through EXCESS REINSURANCE UNDERWRITERS and 4 other carriers. The plan's most recent policy period ended in April.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-6259970 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering dental, vision, life, disability and stop-loss; the largest, with EXCESS REINSURANCE UNDERWRITERS, covers 2,911 people.
The only insured piece of the health benefit is stop-loss coverage — the plan itself is self-funded, so premium and commission here reflect the stop-loss contract, not medical premium.
Reported premium across the insured contracts is $5,872,015, with $65,553 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in April, and the plan year ends April 30. Group contracts typically renew on that annual cycle.
ERTEL & COMPANY, INC. is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL OF INDIANA | Dental | 3,523 | April | $1,253,881 | $52,318 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life, Disability | 293 | April | $272,053 | $13,235 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 2,874 | April | $150,987 | $0 |
| ANTHEM BLUE CROSS BLUE SHIELD | — | 1 | December | $768 | $0 |
| EXCESS REINSURANCE UNDERWRITERS | Stop-loss | 2,911 | April | $4,194,326 | $0 |
More employer plans in Indiana — largest plans, brokers, carriers and renewal months.