Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$153K
- Long-term disability$145K
- Other$79K
- Vision$57K
- Health$28K
Sponsor portfolio
CAPTIVE RESOURCES, LLC
EIN 30-0073596insuranceLatest filing 2025
Plans
2
Retirement
1
$98.9M assets
Welfare
1
$390K premiums
Participants
1,007
1100 NORTH ARLINGTON HEIGHTS ROAD - ITASCA, IL 60143847-781-1400captiveresources.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $390K premiums / 522 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY74%
- VISION SERVICE PLAN15%
- AFLAC7%
- ACE AMERICAN INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
92%top
- ALLIANT INSURANCE SERVICES, INC.92%
- DEBORAH A GUILBEAULT3%
- CAPTIVE RESOURCES INS SERVICES INC2%
- ELIZABETH M GASPAROVIC1%
- OVERBECK INSURANCE SERVICES0%
- +3 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
CAPTIVE RESOURCES 401(K) PLAN
401k
Assets$98.9M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPTIVE RESOURCES, LLC EMPLOYEE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$390K
Covered lives522
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPTIVE RESOURCES 401(K) PLAN | 401k | $98.9M | 481 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPTIVE RESOURCES, LLC EMPLOYEE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $390K | 522 | 2025 |
Retirement plans
Welfare plans