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Sponsor portfolio

J.R. CARLSON LABORATORIES, INC.

EIN 36-2672870-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
1
$22.0M assets
Welfare
2
$1.3M premiums
Participants
399
100 SCHELTER RD. - LINCOLNSHIRE, IL 60069847-255-1600
Plans on this EIN
3 filings
#002401k-$22.0M - 196 part#502Fully Insured-$1.2M - 124 lives#501Fully Insured-$25K - 150 lives

Benefits portfolio analytics

2 plans / $1.3M premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Prescription drug$1.2M
  • Life$25K
  • Long-term disability$25K
  • Other$25K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • BLUE CROSS OF CALIFORNIA98%
  • DEARBORN LIFE INSURANCE COMPANY2%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $60K1 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

J.R. CARLSON LABORATORIES, INC. 401(K) PLAN

401k

Assets$22.0M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

J R CARLSON LABORATORIES HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.2M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

JR CARLSON HEALTH AND WELFARE PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$25K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002J.R. CARLSON LABORATORIES, INC. 401(K) PLAN401k$22.0M1962025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502J R CARLSON LABORATORIES HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.2M1242025
501JR CARLSON HEALTH AND WELFARE PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$25K1502025
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