Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.1M
- Prescription drug$5.1M
- Life$280K
- Short-term disability$280K
- Long-term disability$280K
- Other$280K
- +2 more
Sponsor portfolio
LEVATA US, LLC
EIN 20-3290210internetLatest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$5.6M premiums
Participants
1,284
101 NORTH WACKER DRIVE, SUITE 1100 - CHICAGO, IL 60606312-765-8865levata.comLinkedIn1-10 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.6M premiums / 700 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- DELTA DENTAL OF CALIFORNIA4%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- ALPHA DENTAL PROGRAMS, INC.1%
Broker market share
Schedule A broker compensation
37%top
- USI INSURANCE SERVICES LLC37%
- GALLAGHER BENEFIT SERVICES, INC.28%
- ASSUREDPARTNERS24%
- PREPARE BENEFITS, LLC5%
- THE BOON INSURANCE AGENCY5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEVATA 401(K) PLAN
401k
Assets$42.0M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BARCODES HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$5.6M
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEVATA 401(K) PLAN | 401k | $42.0M | 690 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARCODES HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $5.6M | 700 | 2025 |
Retirement plans
Welfare plans