PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GOLUB CAPITAL LLC
Sponsor portfolio

GOLUB CAPITAL LLC

EIN 20-5683269-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$255.6M assets
Welfare
1
$14.0M premiums
Participants
2,292
150 S. WACKER DRIVE, SUITE 800 - CHICAGO, IL 60606312-205-5050
Plans on this EIN
2 filings
#001401k-$255.6M - 1,256 part#501Fully Insured-$14.0M - 1,009 lives

Benefits portfolio analytics

1 plan / $14.0M premiums / 1,009 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.7M
  • Dental$764K
  • Other$442K
  • Life$427K
  • Long-term disability$427K
  • Vision$94K
Total $14.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $14.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GOLUB CAPITAL LLC 401(K) PLAN

401k

Assets$255.6M
Participants1,256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOLUB CAPITAL HEALTH PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$14.0M
Covered lives1,009
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOLUB CAPITAL LLC 401(K) PLAN401k$255.6M1,2562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOLUB CAPITAL HEALTH PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$14.0M1,0092025
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