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Sponsor portfolio

AMERICAN OSTEOPATHIC ASSOCIATION

EIN 36-2170786-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$2.8M premiums
Participants
353
142 EAST ONTARIO STREET - CHICAGO, IL 60611312-202-8000osteopathic.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002401k-$34.5M - 211 part#503Mixed-$2.8M - 257 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$120K
  • Life$93K
  • Long-term disability$93K
  • Other$93K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DELTA DENTAL OF CALIFORNIA4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • UST INSURANCE SERVICES LLC5%
  • PROLIANT INC1%
Total $122K3 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

THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN

401k

Assets$34.5M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.8M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN401k$34.5M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AMERICAN OSTEOPATHIC ASSOCIATION EMPLOYEE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.8M2572025
Retirement plans
Welfare plans
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