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Sponsor portfolio

EAGLE SEVEN HOLDINGS, LP

EIN 27-3706077-capital markets-Latest filing 2025
Plans
2
Retirement
1
$30.6M assets
Welfare
1
$2.4M premiums
Participants
274
550 W. JACKSON BLVD, SUITE 1400 - CHICAGO, IL 60661312-801-8500eagleseven.comLinkedIn51-200 employeescapital markets
Plans on this EIN
2 filings
#001401k-$30.6M - 158 part#501Mixed-$2.4M - 268 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$162K
  • Life$162K
  • Long-term disability$162K
  • Other$162K
  • Vision$16K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $118K1 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

EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST

401k

Assets$30.6M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EAGLE SEVEN HOLDINGS, LP WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.4M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EAGLE SEVEN HOLDINGS, LP 401(K) PLAN & TRUST401k$30.6M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EAGLE SEVEN HOLDINGS, LP WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.4M2682025
Retirement plans
Welfare plans
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