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Sponsor portfolioTH

THE MORTON ARBORETUM

EIN 36-1505770-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$43.3M assets
Welfare
1
$3.2M premiums
Participants
763
4100 ILLINOIS ROUTE 53 - LISLE, IL 60532630-968-0074mortonarb.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$43.3M - 526 part#502Fully Insured-$3.2M - 382 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Prescription drug$3.0M
  • Other$197K
  • Vision$175K
  • Life$175K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • LEGALPLANS, USA0%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • DIGITAL INSURANCE LLC100%
  • EMPLOYEE BENEFITS BY DESIGN, INC.0%
Total $121K2 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

THE MORTON ARBORETUM 401(K) RETIREMENT PLAN

401k

Assets$43.3M
Participants526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE MORTON ARBORETUM HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HEALTH CARE SERVICE CORPORATION

Premiums$3.2M
Covered lives382
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE MORTON ARBORETUM 401(K) RETIREMENT PLAN401k$43.3M5262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE MORTON ARBORETUM HEALTH AND WELFARE BENEFIT PLANFully InsuredHEALTH CARE SERVICE CORPORATION$3.2M3822024
Retirement plans
Welfare plans
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