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Sponsor portfolio

AA HEALTHCARE MANAGEMENT LLC

EIN 26-2540458-Latest filing 2025
Plans
5
Retirement
1
$5.4M assets
Welfare
4
$5.7M premiums
Participants
1,643
5454 FARGO AVENUE - SKOKIE, IL 60077847-983-4860
Plans on this EIN
5 filings
#001401k-$5.4M - 1,223 part#503Fully Insured-$4.9M - 437 lives#504Mixed-$542K - 723 lives#501Fully Insured-$229K - 409 lives#502Fully Insured-0 lives

Benefits portfolio analytics

4 plans / $5.7M premiums / 1,569 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$317K
  • Vision$317K
  • Long-term disability$317K
  • Other$225K
  • Short-term disability$130K
  • Life$95K
Total $542K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA59%
  • COMBINED INSURANCE COMPANY OF AMERICA41%
Total $542K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • EVERGREEN BENEFITS GROUP55%
  • JOSHUA JAY GARDEN36%
  • BENEFITS ALL INSURANCE, LLC5%
  • BENEFITS ALL IN LLC4%
  • LEVINE & REID INC.0%
Total $221K5 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

AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN

401k

Assets$5.4M
Participants1,223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AA HEALTHCARE MANAGEMENT LLC MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.9M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AA HEALTHCARE MANAGEMENT LLC HEALTH & WELFARE PLAN

Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$542K
Covered lives723
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

AA HEALTHCARE MANAGEMENT LLC DENTAL & VISION PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY

Premiums$229K
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

AA HEALTHCARE MANAGEMENT LLC 2023 ALLSTATE PLANS

Fully Insured - ALLSTATE LIFE INSURANCE COMPANY

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AA HEALTHCARE MANAGEMENT 401(K) RETIREMENT PLAN401k$5.4M1,2232024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AA HEALTHCARE MANAGEMENT LLC MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.9M4372024
504AA HEALTHCARE MANAGEMENT LLC HEALTH & WELFARE PLANMixedGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$542K7232025
501AA HEALTHCARE MANAGEMENT LLC DENTAL & VISION PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY$229K4092024
502AA HEALTHCARE MANAGEMENT LLC 2023 ALLSTATE PLANSFully InsuredALLSTATE LIFE INSURANCE COMPANY$002024
Retirement plans
Welfare plans
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