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Sponsor portfolio

COLSON GROUP HOLDINGS, LLC

EIN 36-3041768-Latest filing 2025
Plans
2
Retirement
1
$37.7M assets
Welfare
1
$4.1M premiums
Participants
1,164
1815 SOUTH MEYERS ROAD, SUITE 750 - OAKBROOK TERRACE, IL 60181269-932-1253
Plans on this EIN
2 filings
#002401k-$37.7M - 651 part#501Mixed-$4.1M - 847 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 847 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Prescription drug$3.5M
  • Dental$281K
  • Vision$261K
  • Life$261K
  • Long-term disability$261K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • DELTA DENTAL OF CALIFORNIA7%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HUB INTERNATIONAL MIDWEST LIMITED74%
  • GIS BENEFITS INC24%
  • PLANSOURCE BENEFITS ADMN INC2%
  • LOCKTON COMPANIES, LLC-0%
Total $84K4 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

COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN

401k

Assets$37.7M
Participants651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLSON COMPREHENSIVE HEALTH AND WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.1M
Covered lives847
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN401k$37.7M6512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLSON COMPREHENSIVE HEALTH AND WELFARE PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$4.1M8472025
Retirement plans
Welfare plans
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