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Sponsor portfolio

CATHOLIC ORDER OF FORESTERS

EIN 36-0879870-insurance-Latest filing 2025
Plans
2
Retirement
1
$24.3M assets
Welfare
1
$1.2M premiums
Participants
199
355 SHUMAN BLVD., P.O. BOX 3012 - NAPERVILLE, IL 60566630-983-4927catholicforester.orgLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#003401k-$24.3M - 101 part#505Fully Insured-$1.2M - 129 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 129 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Life$65K
  • Short-term disability$65K
  • Long-term disability$65K
  • Other$65K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • BROWN & BROWN INSURANCE SERVICES61%
  • MARSH & MCLENNAN AGENCY LLC39%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN

401k

Assets$24.3M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CATHOLIC ORDER OF FORESTERS WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.2M
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN401k$24.3M1012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CATHOLIC ORDER OF FORESTERS WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.2M1292025
Retirement plans
Welfare plans
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