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Sponsor portfolio

GOLUB & COMPANY, LLC

EIN 11-3765623-real estate-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$1.6M premiums
Participants
237
161 NORTH CLARK STREET, SUITE 3400 - CHICAGO, IL 60601312-440-8761golubandcompany.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$19.2M - 147 part#501Fully Insured-$1.6M - 154 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$190K
  • Dental$61K
  • Short-term disability$35K
  • Long-term disability$23K
  • Life$18K
  • Other$18K
  • +1 more
Total $336K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • STANDARD INSURANCE COMPANY44%
Total $336K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $67K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GOLUB & COMPANY, LLC 401(K) PLAN

401k

Assets$19.2M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLUB & COMPANY, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILATES

Premiums$1.6M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLUB & COMPANY, LLC 401(K) PLAN401k$19.2M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLUB & COMPANY, LLC EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILATES$1.6M1542025
Retirement plans
Welfare plans
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