Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.9M
- Dental$526K
- Life$184K
- Long-term disability$80K
- Other$63K
- Vision$60K
Sponsor portfolio
ROTARY INTERNATIONAL
EIN 36-1707667non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$170.4M assets
Welfare
1
$10.9M premiums
Participants
1,396
1560 SHERMAN AVE - EVANSTON, IL 60201847-425-5755rotary.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $10.9M premiums / 1,087 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- DELTA DENTAL OF CALIFORNIA5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- VISION SERVICE PLAN1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
ROTARY INTERNATIONAL 401(K) PLAN
401k
Assets$170.4M
Participants873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
ROTARY INTERNATIONAL CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$10.9M
Covered lives1,087
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ROTARY INTERNATIONAL 401(K) PLAN | 401k | $170.4M | 873 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | ROTARY INTERNATIONAL CONSOLIDATED HEALTH AND WELFARE PLAN | Mixed | BLUE CROSS BLUE SHIELD OF ILLINOIS | $10.9M | 1,087 | 2025 |
Retirement plans
Welfare plans