Form 5500 · Employee benefit plan · INDIANAPOLIS, IN
WORKSMART SYSTEMS, INC.
WORKSMART SYSTEMS, INC. of INDIANAPOLIS, IN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is WHARTON INSURANCE & FINANCIAL SERV.. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-2060071 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering health, life, disability and stop-loss; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 16,411 people.
The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.
Reported premium across the insured contracts is $14,233,284, with $1,483,225 in disclosed broker commissions — about 10% of premium.
The health contract's policy period ended in December, while at least one ancillary line renews in April — the plan is on a split renewal cycle.
WHARTON INSURANCE & FINANCIAL SERV. is the broker of record on 6 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 16,411 | December | $5,646,764 | $1,172,911 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 1,989 | December | $564,213 | $109,421 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 2,949 | December | $412,161 | $100,166 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 2,113 | December | $299,289 | $70,433 |
| METROPOLITAN GENERAL INSURANCE PLAN | — | 937 | December | $199,593 | $30,281 |
| UNITED HEALTHCARE INSURANCE COMPANY | Health | 563 | December | $2,530,176 | $13 |
| HEALTH AND HUMAN RESOURCE CENTER | — | 14 | April | $202 | $0 |
| ANTHEM INSURANCE COMPANY | Stop-loss | 6,973 | December | $4,580,886 | $0 |
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