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Sponsor portfolio

ALLIED BENEFIT SYSTEMS

EIN 36-3086057-insurance-Latest filing 2025
Plans
2
Retirement
1
$33.3M assets
Welfare
1
$3.2M premiums
Participants
1,832
200 W ADAMS ST STE 500 - CHICAGO, IL 606065215312-906-8080LinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001401k-$33.3M - 905 part#501Mixed-$3.2M - 903 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 903 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.0M
  • Other$660K
  • Life$570K
  • Dental$529K
  • Vision$529K
  • Short-term disability$416K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • AETNA LIFE INSURANCE COMPANY63%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA21%
  • STARMOUNT LIFE INSURANCE COMPANY17%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $4K1 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

ALLIED BENEFIT SYSTEMS, LLC RETIREMENT SAVINGS PLAN

401k

Assets$33.3M
Participants905
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED BENEFIT SYSTEMS EMPLOYEE WELFARE PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives903
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLIED BENEFIT SYSTEMS, LLC RETIREMENT SAVINGS PLAN401k$33.3M9052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED BENEFIT SYSTEMS EMPLOYEE WELFARE PLANMixedAETNA LIFE INSURANCE COMPANY$3.2M9032025
Retirement plans
Welfare plans
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