PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FUSION RISK MANAGEMENT, INC
Sponsor portfolio

FUSION RISK MANAGEMENT, INC

EIN 20-4772630-computer software-Latest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$3.8M premiums
Participants
525
2 N. RIVERSIDE PLAZA, FLOOR 10 - CHICAGO, IL 60606847-632-1002fusionrm.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$24.0M - 296 part#501Fully Insured-$3.8M - 414 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 414 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$3.6M
  • Prescription drug$3.6M
  • Vision$234K
  • Life$234K
  • Short-term disability$234K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $3.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • SEQUOIA BENEFITS & INS SVCS LLC96%
  • USI INSURANCE SERVICES LLC4%
Total $179K2 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

FUSION RISK MANAGEMENT, INC. 401(K) PLAN & TRUST

401k

Assets$24.0M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FUSION RISK MANAGEMENT, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.8M
Covered lives414
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FUSION RISK MANAGEMENT, INC. 401(K) PLAN & TRUST401k$24.0M2962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FUSION RISK MANAGEMENT, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.8M4142025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica