PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADVENTUROUS JOURNEYS CAPITAL PARTNERS DBA AJ CAPITAL PARTNERS
Sponsor portfolio

ADVENTUROUS JOURNEYS CAPITAL PARTNERS DBA AJ CAPITAL PARTNERS

EIN 27-1089966-Latest filing 2025
Plans
2
Retirement
1
$8.8M assets
Welfare
1
$2.3M premiums
Participants
381
20 N. WACKER, SUITE 3900 - CHICAGO, IL 60606630-659-5840
Plans on this EIN
2 filings
#001401k-$8.8M - 250 part#501Fully Insured-$2.3M - 286 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Life$73K
  • Other$73K
  • Short-term disability$59K
  • Long-term disability$59K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $96K1 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

ADVENTUROUS JOURNEYS LLC 401(K) PLAN

401k

Assets$8.8M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVENTUROUS JOURNEYS CAPITAL PARTNERS DBA AJ CAPITAL PARTNERS WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.3M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVENTUROUS JOURNEYS LLC 401(K) PLAN401k$8.8M2502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVENTUROUS JOURNEYS CAPITAL PARTNERS DBA AJ CAPITAL PARTNERS WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.3M2862025
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