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  2. OUTFORM GROUP, INC
Sponsor portfolioTH

OUTFORM GROUP, INC

EIN 36-2059719-Latest filing 2025
Plans
3
Retirement
2
$62.1M assets
Welfare
1
$5.6M premiums
Participants
1,059
4300 WEST 47TH STREET - CHICAGO, IL 60632773-927-5000
Plans on this EIN
3 filings
#002401k-$59.5M - 522 part#003401k-$2.6M - 110 part#505Fully Insured-$5.6M - 654 lives

Retirement portfolio analytics

2 plans aggregated / $62.1M assets / 632 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • AND PROTECTION PLAN (#002)96%
  • INC. UNION 401(K) (#003)4%
Total $62.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • AMERICAN UNITED LIFE INSURANCE CO100%
Total $62.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND PROTECTION PLAN (#002)522
  • INC. UNION 401(K) (#003)110
Total 632Click row to drill in

Benefits portfolio analytics

1 plan / $5.6M premiums / 654 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$4.1M
  • Vision$352K
  • Life$352K
  • Long-term disability$352K
  • Other$352K
Total $5.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • DEARBORN LIFE INSURANCE COMPANY6%
Total $5.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $199K1 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

OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN

401k

Assets$59.5M
Participants522
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OUTFORM GROUP, INC. UNION 401(K) PLAN

401k

Assets$2.6M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

OUTFORM GROUP, INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$5.6M
Covered lives654
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OUTFORM GROUP, INC SAVINGS AND PROTECTION PLAN401k$59.5M5222024
003OUTFORM GROUP, INC. UNION 401(K) PLAN401k$2.6M1102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505OUTFORM GROUP, INC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$5.6M6542025
Retirement plans
Welfare plans
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