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  2. UNION LEAGUE CLUB OF CHICAGO
Sponsor portfolio

UNION LEAGUE CLUB OF CHICAGO

EIN 36-1893300-civic & social organization-Latest filing 2025
Plans
3
Retirement
2
$27.6M assets
Welfare
1
$2.2M premiums
Participants
791
65 WEST JACKSON BLVD. - CHICAGO, IL 60604312-427-7800ulcc.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
3 filings
#002401k-$14.4M - 283 part#001TraditionalDB-$13.2M - 263 part#501Mixed-$2.2M - 317 lives

Retirement portfolio analytics

2 plans aggregated / $27.6M assets / 546 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CLUB EMPLOYEES' Savings (#002)52%
  • EMPLOYEES RETIREMENT PLAN (#001)48%
Total $27.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLUB EMPLOYEES' Savings (#002)283
  • EMPLOYEES RETIREMENT PLAN (#001)263
Total 546Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 317 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.1M
  • Health$2.1M
  • Prescription drug$2.1M
  • Other$92K
  • Life$85K
  • Long-term disability$85K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
  • PERSPECTIVES LTD0%
  • SUN LIFE ASSURANCE COMPANY OF CANADA0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNION LEAGUE CLUB EMPLOYEES' SAVINGS PLAN

401k

Assets$14.4M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNION LEAGUE CLUB EMPLOYEES RETIREMENT PLAN

TraditionalDB

Assets$13.2M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNION LEAGUE CLUB OF CHICAGO EMPLOYEE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNION LEAGUE CLUB EMPLOYEES' SAVINGS PLAN401k$14.4M2832024
001UNION LEAGUE CLUB EMPLOYEES RETIREMENT PLANTraditionalDB$13.2M2632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNION LEAGUE CLUB OF CHICAGO EMPLOYEE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$2.2M3172025
Retirement plans
Welfare plans
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