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THE FAMILY INSTITUTE

EIN 36-2682639-mental health care-Latest filing 2025
Plans
6
Retirement
1
$23.4M assets
Welfare
5
$5.5M premiums
Participants
489
8 SOUTH MICHIGAN AVENUE, SUITE 500 - CHICAGO, IL 60603312-609-5300family-institute.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
6 filings
#001403b-$23.4M - 352 part#501Fully Insured-$3.1M - 323 lives#503Fully Insured-$2.2M - 236 lives#502Fully Insured-$123K - 177 lives#504Fully Insured-$98K - 332 lives#506Fully Insured-$15K - 177 lives

Benefits portfolio analytics

5 plans / $5.5M premiums / 1,245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Vision$222K
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GLOBAL BENEFITS, INC.100%
Total $166K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN

403b

Assets$23.4M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FAMILY INSTITUTE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.1M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.2M
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY GROUP DISABILITY PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$123K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$98K
Covered lives332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY GROUP VISION PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$15K
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN403b$23.4M3522024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FAMILY INSTITUTE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.1M3232025
503THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.2M2362024
502THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY GROUP DISABILITY PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$123K1772024
504THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$98K3322024
506THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY GROUP VISION PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$15K1772024
Retirement plans
Welfare plans
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