Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE ALLENDALE ASSOCIATION
EIN 36-2177140mental health careLatest filing 2025
Plans
4
Retirement
2
$39.9M assets
Welfare
2
$2.9M premiums
Participants
1,139
PO BOX 1088 - LAKE VILLA, IL 60046847-356-2351allendale4kids.orgLinkedIn201-500 employeesmental health care
Retirement portfolio analytics
2 plans aggregated / $39.9M assets / 668 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.9M premiums / 640 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Vision$251K
- Life$251K
- Short-term disability$251K
- Long-term disability$251K
- Other$251K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- DEARBORN LIFE INSURANCE COMPANY9%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- SARAH E JAROSZ100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN
403b
Assets$32.5M
Participants485
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DEFINED BENEFIT PENSION PLAN OF THE ALLENDALE ASSOCIATION
TraditionalDB
Assets$7.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
ALLENDALE ASSOCIATION MEDICAL PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.6M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
ALLENDALE ASSOCIATION SINGLE-EMPLOYER LIFE, ACCIDENTAL DEATH & DISMEMBERMENT LONG TERM DISABILITY PLAN
Fully Insured - DEARBORN LIFE INSURANCE COMPANY
Premiums$251K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN | 403b | $32.5M | 485 | 2025 | |
| 001 | DEFINED BENEFIT PENSION PLAN OF THE ALLENDALE ASSOCIATION | TraditionalDB | $7.4M | 183 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | ALLENDALE ASSOCIATION MEDICAL PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.6M | 331 | 2025 | |
| 502 | ALLENDALE ASSOCIATION SINGLE-EMPLOYER LIFE, ACCIDENTAL DEATH & DISMEMBERMENT LONG TERM DISABILITY PLAN | Fully Insured | DEARBORN LIFE INSURANCE COMPANY | $251K | 309 | 2025 |
Retirement plans
Welfare plans