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Sponsor portfolio

IMPACT ADVISORS, LLC

EIN 20-8207247-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$58.4M assets
Welfare
2
$9.3M premiums
Participants
1,873
400 EAST DIEHL ROAD, SUITE 190 - NAPERVILLE, IL 60563630-946-6531impact-advisors.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$58.4M - 738 part#501Fully Insured-$9.0M - 1,175 lives#502Fully Insured-$248K - 569 lives

Benefits portfolio analytics

2 plans / $9.3M premiums / 1,744 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.0M
  • Dental$9.0M
  • Prescription drug$9.0M
  • Life$248K
  • Short-term disability$248K
  • Long-term disability$248K
  • +1 more
Total $9.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $9.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ASHE BENEFITS GROUP LIMITED82%
  • GALLAGHER BENEFIT SERVICES, INC.18%
Total $311K2 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

IMPACT ADVISORS, LLC 401(K) PLAN

401k

Assets$58.4M
Participants738
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMPACT ADVISORS GROUP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$9.0M
Covered lives1,175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

IMPACT ADVISORS GROUP LIFE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$248K
Covered lives569
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMPACT ADVISORS, LLC 401(K) PLAN401k$58.4M7382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMPACT ADVISORS GROUP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$9.0M1,1752025
502IMPACT ADVISORS GROUP LIFE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$248K5692025
Retirement plans
Welfare plans
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