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Sponsor portfolio

THE AZEK GROUP LLC

EIN 20-2779385-Latest filing 2025
Plans
2
Retirement
1
$109.9M assets
Welfare
1
$3.8M premiums
Participants
4,499
1330 W FULTON STREET, SUITE 350 - CHICAGO, IL 60607877-275-2935
Plans on this EIN
2 filings
#001401k-$109.9M - 2,718 part#501Mixed-$3.8M - 3,209 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 3,209 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.6M
  • Life$3.5M
  • Short-term disability$3.5M
  • Long-term disability$3.5M
  • Vision$221K
Total $3.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARTFORD LIFE AND ACCIDENT93%
  • EYEMED VISION CARE6%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • HUB INTERNATIONAL MIDWEST LIMITED82%
  • JAMES R NELLIGAN & ASSOCIATES LLC18%
  • BROWN & BROWN INSURANCE SERVICES0%
  • MARSH & MCLENNAN AGENCY LLC-0%
Total $682K4 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

THE AZEK COMPANY 401(K) PLAN

401k

Assets$109.9M
Participants2,718
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE AZEK GROUP LLC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.8M
Covered lives3,209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE AZEK COMPANY 401(K) PLAN401k$109.9M2,7182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE AZEK GROUP LLC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$3.8M3,2092025
Retirement plans
Welfare plans
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