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Sponsor portfolioTH

EQUITY RESIDENTIAL

EIN 13-3675988-real estate-Latest filing 2024
Plans
2
Retirement
1
$326.5M assets
Welfare
1
$1.7M premiums
Participants
6,192
2 N RIVERSIDE PLZ STE 400 - CHICAGO, IL 606062624312-474-1300equityapartments.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$326.5M - 3,661 part#501Mixed-$1.7M - 2,508 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 2,508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$533K
  • Long-term disability$524K
  • Other$396K
  • Vision$247K
  • Short-term disability$92K
  • Dental$56K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY62%
  • VISION SERVICE PLAN15%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +2 more
Total $1.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • JAMES R NELLIGAN & ASSOCIATES LLC17%
Total $286K2 slices

Plan deep-dives

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

EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN

401k

Assets$326.5M
Participants3,661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EQUITY RESIDENTIAL PROPERTIES TRUST GROUP INSURANCE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives2,508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EQUITY RESIDENTIAL ADVANTAGE RETIREMENT SAVINGS PLAN401k$326.5M3,6612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EQUITY RESIDENTIAL PROPERTIES TRUST GROUP INSURANCE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$1.7M2,5082024
Retirement plans
Welfare plans
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