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Sponsor portfolio

INVENTRUST PROPERTIES CORPORATION

EIN 34-2019608-real estate-Latest filing 2025
Plans
2
Retirement
1
$25.9M assets
Welfare
1
$2.2M premiums
Participants
295
3025 HIGHLAND PARKWAY, SUITE 350 - DOWNERS GROVE, IL 60515630-570-0860inventrustproperties.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$25.9M - 191 part#501Mixed-$2.2M - 220 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Other$90K
  • Dental$66K
  • Life$65K
  • Long-term disability$65K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • +1 more
Total $2.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • WATCHTOWER BENEFITS, LLC1%
Total $98K2 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

INVENTRUST PROPERTIES CORP. SAVINGS PLAN

401k

Assets$25.9M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVENTRUST PROPERTIES CORPORATION FLEXIBLE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.2M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVENTRUST PROPERTIES CORP. SAVINGS PLAN401k$25.9M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVENTRUST PROPERTIES CORPORATION FLEXIBLE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.2M2202025
Retirement plans
Welfare plans
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