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  2. BERNARD ZELL ANSHE EMET DAY SCHOOL
Sponsor portfolio

BERNARD ZELL ANSHE EMET DAY SCHOOL

EIN 36-2166955-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$26.7M assets
Welfare
1
$1.6M premiums
Participants
374
3751 N BROADWAY ST - CHICAGO, IL 60613773-573-1233bernardzell.orgLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filings
#002403b-$26.7M - 270 part#504Fully Insured-$1.6M - 144 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Life$64K
  • Short-term disability$64K
  • Long-term disability$64K
  • Other$64K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSOCIATED AGENCIES, INC95%
  • GIS BENEFITS INC5%
Total $80K2 slices

Plan deep-dives

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

BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN

403b

Assets$26.7M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BERNARD ZELL ANSHE EMET DAY SCHOOL HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$1.6M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BERNARD ZELL ANSHE EMET DAY SCHOOL RETIREMENT PLAN403b$26.7M2702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BERNARD ZELL ANSHE EMET DAY SCHOOL HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$1.6M1442025
Retirement plans
Welfare plans
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