Assets by plan
Share of aggregate retirement assets
Filings through .
The Frate Group
EIN 20-5168941Transportation and WarehousingLatest filing 2025
Plans
3
Retirement
2
$7.0M assets
Health & Benefits
1
$2.5M premiums
Participants
322
PO BOX 1090 - MCHENRY, IL 600511090815-459-0839
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $7.0M assets / 177 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 279 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.4M
- Health$2.4M
- Vision$99K
- Life$99K
- Long-term disability$99K
- Other$99K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE FRATE GROUP 401(K) PROFIT SHARING PLAN
401(k)
Assets$5.2M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE FRATE GROUP NON-UNION 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.8M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505
THE FRATE GROUP WELFARE PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.5M
Covered lives279
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE FRATE GROUP 401(K) PROFIT SHARING PLAN | 401(k) | $5.2M | 107 | 2025 |
| #002 | THE FRATE GROUP NON-UNION 401(K) PROFIT SHARING PLAN | 401(k) | $1.8M | 70 | 2025 |
- #001 · 401(k) · 2025107
- #002 · 401(k) · 202570
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | THE FRATE GROUP WELFARE PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.5M | 279 | 2025 |
- #505 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025279
Retirement plans
Health & Benefits plans