PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIELD MANAGEMENT SERVICES
Sponsor portfolio

FIELD MANAGEMENT SERVICES

EIN 20-8362443-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$1.8M premiums
Participants
308
400 SKOKIE BLVD - NORTHBROOK, IL 600622816847-509-2252
Plans on this EIN
2 filings
#001401k-$5.3M - 124 part#501Fully Insured-$1.8M - 287 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 287 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Life$64K
  • Short-term disability$59K
  • Long-term disability$41K
  • Other$26K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GCG FINANCIAL LLC94%
  • NATIONAL BENEFIT CENTER3%
  • M H ADVISORS INC2%
  • COVEY RUN INSURANCE LLC0%
  • CGI VOLUNTARY BENEFITS, INC.0%
  • +3 more
Total $99K8 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

FIELD MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN

401k

Assets$5.3M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIELD MANAGEMENT SERVICES EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINIOS

Premiums$1.8M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIELD MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN401k$5.3M1242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIELD MANAGEMENT SERVICES EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINIOS$1.8M2872025
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