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Sponsor portfolioTH

ECHO, INC.

EIN 36-2754021-consumer goods-Latest filing 2024
Plans
2
Retirement
1
$101.8M assets
Welfare
1
$10.0M premiums
Participants
2,618
400 OAKWOOD ROAD - LAKE ZURICH, IL 60047847-540-8400echo-usa.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#002401k-$101.8M - 1,542 part#501Mixed-$10.0M - 1,588 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 1,588 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$9.6M
  • Other$379K
  • Life$361K
  • Long-term disability$268K
  • Vision$83K
Total $10.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • AFLAC0%
Total $10.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ALLIANT INSURANCE SERVICES, INC.85%
  • MESIROW INSURANCE SERVICES INC14%
  • ERENIA CASTELLANOS0%
  • NORMA HUERTA0%
  • SUMMER L CAIN0%
  • +3 more
Total $85K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ECHO, INC. DEFERRED SAVINGS PLAN

401k

Assets$101.8M
Participants1,542
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ECHO INCORPORATED EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$10.0M
Covered lives1,588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ECHO, INC. DEFERRED SAVINGS PLAN401k$101.8M1,5422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ECHO INCORPORATED EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$10.0M1,5882024
Retirement plans
Welfare plans
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