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  2. YCHARTS INC.
Sponsor portfolio

YCHARTS INC.

EIN 27-2106940-financial services-Latest filing 2025
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$1.8M premiums
Participants
284
350 N LASALLE ST STE 600 - CHICAGO, IL 60654312-548-3397ycharts.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$10.6M - 153 part#501Fully Insured-$1.8M - 223 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$164K
  • Vision$164K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $94K1 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

YCHARTS 401(K) PLAN

401k

Assets$10.6M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YCHARTS INC WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.8M
Covered lives223
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YCHARTS 401(K) PLAN401k$10.6M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YCHARTS INC WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.8M2232025
Retirement plans
Welfare plans
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