PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HENRY BROCH & CO.
Sponsor portfolio

HENRY BROCH & CO.

EIN 36-3186373-food production-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$88K premiums
Participants
484
3600 SUNSET AVENUE - WAUKEGAN, IL 60087847-816-6225LinkedIn51-200 employeesfood production
Plans on this EIN
2 filings
#002401k-$2.4M - 249 part#501Mixed-$88K - 234 lives

Benefits portfolio analytics

1 plan / $88K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$63K
  • Vision$15K
  • Life$9K
  • Short-term disability$9K
  • Other$9K
Total $88K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • DELTA DENTAL OF CALIFORNIA72%
  • PROTEC INSURANCE COMPANY18%
  • TRANSAMERICA LIFE INSURANCE COMPANY11%
Total $88K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $8K1 slice

Plan deep-dives

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

HENRY BROCH & CO. INCENTIVE SAVINGS PLAN AND TRUST

401k

Assets$2.4M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HENRY BROCH & COMPANY BENEFIT PLAN

Mixed - DELTA DENTAL OF ILLINOIS

Premiums$88K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HENRY BROCH & CO. INCENTIVE SAVINGS PLAN AND TRUST401k$2.4M2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HENRY BROCH & COMPANY BENEFIT PLANMixedDELTA DENTAL OF ILLINOIS$88K2342025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica