Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Other$482K
- Dental$391K
- Vision$391K
- Life$391K
- +1 more
Sponsor portfolio
ASSOCIATED AGENCIES, INC.
EIN 36-2709020Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$2.0M premiums
Participants
398
1701 GOLF ROAD, TOWER 3, 7TH FLOOR - ROLLING MEADOWS, IL 60008847-427-8400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 344 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNITEDHEALTHCARE INSURANCE COMPANY76%
- SUN LIFE ASSURANCE COMPANY OF CANADA19%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- ASSOCIATED AGENCIES, INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSOCIATED AGENCIES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$26.2M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASSOCIATED AGENCIES, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSOCIATED AGENCIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $26.2M | 179 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASSOCIATED AGENCIES, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 344 | 2025 |
Retirement plans
Welfare plans