Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$130K
- Other$106K
- Life$101K
- Short-term disability$101K
- Long-term disability$101K
- +1 more
Sponsor portfolio
INVESTORTOOLS, INC.
EIN 22-2648492computer softwareLatest filing 2025
Plans
2
Retirement
1
$22.0M assets
Welfare
1
$2.2M premiums
Participants
318
2135 CITY GATE LN, SUITE 340 - NAPERVILLE, IL 60563630-553-0040investortools.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 292 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DELTA DENTAL OF CALIFORNIA6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE1%
- LIFESECURE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
- J MANNING AND ASSOCIATES0%
- SPECIALTY PLANNERS, INC.0%
- DS&P INS SERVICES INC.0%
- JERRY MANNING0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INVESTORTOOLS, INC. 401(K) RETIREMENT PLAN
401k
Assets$22.0M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INVESTORTOOLS HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.2M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INVESTORTOOLS, INC. 401(K) RETIREMENT PLAN | 401k | $22.0M | 172 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INVESTORTOOLS HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.2M | 292 | 2025 |
Retirement plans
Welfare plans