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  2. ENCORE GROUP (USA) LLC
Sponsor portfolio

ENCORE GROUP (USA) LLC

EIN 13-4025666-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$454.6M assets
Welfare
1
$8.2M premiums
Participants
21,630
5100 N RIVER ROAD, SUITE 300 - SCHILLER PARK, IL 60176224-265-7577
Plans on this EIN
3 filings
#003401k-$453.2M - 12,963 part#004ProfitSharing-$1.4M - 95 part#501Fully Insured-$8.2M - 8,269 lives

Retirement portfolio analytics

2 plans aggregated / $454.6M assets / 13,058 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • LLC RETIREMENT Savings (#003)100%
  • RICO RETIREMENT Savings (#004)0%
Total $454.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT Savings (#003)12,963
  • RICO RETIREMENT Savings (#004)95
Total 13,058Click row to drill in

Benefits portfolio analytics

1 plan / $8.2M premiums / 8,269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.5M
  • Dental$6.8M
  • Other$6.7M
  • Life$6.5M
  • Short-term disability$6.4M
  • Long-term disability$6.4M
  • +2 more
Total $8.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY79%
  • HAWAII MEDICAL SERVICE ASSOCIATION8%
  • AETNA LIFE INSURANCE COMPANY5%
  • TRIPLE S SALUD, INC.4%
  • ARAG INSURANCE COMPANY3%
  • +2 more
Total $8.2M7 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • GALLAGHER BENEFIT SERVICES, INC.69%
  • EOI SERVICE COMPANY INC29%
  • CGF INSURANCE LLC1%
  • JAMES DUNCAN DAVIDSON1%
  • ACRISURE LLC0%
Total $1.3M5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN

401k

Assets$453.2M
Participants12,963
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ENCORE GROUP (USA) LLC PUERTO RICO RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$1.4M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENCORE GROUP (USA) LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$8.2M
Covered lives8,269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ENCORE GROUP (USA) LLC RETIREMENT SAVINGS PLAN401k$453.2M12,9632024
004ENCORE GROUP (USA) LLC PUERTO RICO RETIREMENT SAVINGS PLANProfitSharing$1.4M952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENCORE GROUP (USA) LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$8.2M8,2692024
Retirement plans
Welfare plans
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