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Sponsor portfolioTH

ADVANCION CORPORATION

EIN 36-3185557-chemicals-Latest filing 2024
Plans
3
Retirement
2
$49.9M assets
Welfare
1
$4.2M premiums
Participants
741
1500 EAST LAKE COOK ROAD - BUFFALO GROVE, IL 60089847-808-3742angus.comLinkedIn201-500 employeeschemicals
Plans on this EIN
3 filings
#002401k-$39.4M - 345 part#001TraditionalDB-$10.5M - 128 part#501Fully Insured-$4.2M - 520 lives

Retirement portfolio analytics

2 plans aggregated / $49.9M assets / 473 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • PROFIT SHARING PLAN (#002)79%
  • DEFINED BENEFIT PLAN (#001)21%
Total $49.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • ADP BROKER-DEALER79%
  • (Not disclosed)21%
Total $49.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)345
  • DEFINED BENEFIT PLAN (#001)128
Total 473Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 520 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.4M
  • Other$323K
  • Life$275K
  • Long-term disability$275K
  • Dental$178K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA4%
  • EYEMED VISION CARE1%
  • +3 more
Total $4.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • COREMARK INSURANCE SERVICES, INC.-0%
Total $113K2 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

ADVANCION CORPORATION 401(K) AND PROFIT SHARING PLAN

401k

Assets$39.4M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADVANCION CORPORATION DEFINED BENEFIT PLAN

TraditionalDB

Assets$10.5M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANCION CORPORATION HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.2M
Covered lives520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADVANCION CORPORATION 401(K) AND PROFIT SHARING PLAN401k$39.4M3452024
001ADVANCION CORPORATION DEFINED BENEFIT PLANTraditionalDB$10.5M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANCION CORPORATION HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.2M5202024
Retirement plans
Welfare plans
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