Assets by plan
Share of aggregate retirement assets
Filings through .
The Allendale Association
EIN 36-2177140mental health careLatest filing 2025
Plans
4
Retirement
2
$39.9M assets
Health & Benefits
2
$2.9M premiums
Participants
1,139
PO BOX 1088 - LAKE VILLA, IL 600461088847-356-2351allendale4kids.orgLinkedIn201-500 employeesmental health care
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $39.9M assets / 668 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.9M premiums / 640 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#007
ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN
403(b)
Assets$32.5M
Participants485
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
DEFINED BENEFIT PENSION PLAN OF THE ALLENDALE ASSOCIATION
Traditional DB
Assets$7.4M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
ALLENDALE ASSOCIATION MEDICAL PLAN
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.6M
Covered lives331
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
ALLENDALE ASSOCIATION SINGLE-EMPLOYER LIFE, ACCIDENTAL DEATH & DISMEMBERMENT LONG TERM DISABILITY PLAN
Fully insured - DEARBORN LIFE INSURANCE COMPANY
Premiums$251K
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #007 | ALLENDALE ASSOCIATION RETIREMENT SAVINGS PLAN | 403(b) | $32.5M | 485 | 2025 |
| #001 | DEFINED BENEFIT PENSION PLAN OF THE ALLENDALE ASSOCIATION | Traditional DB | $7.4M | 183 | 2025 |
- #007 · 403(b) · 2025485
- #001 · Traditional DB · 2025183
Health & Benefits plans
2 plans on this EIN
| 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 |
- #504 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025331
- #502 · Fully insured · DEARBORN LIFE INSURANCE COMPANY · 2025309
Retirement plans
Health & Benefits plans