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Sponsor portfolio

AMLI MANAGEMENT COMPANY

EIN 36-3207100-Real Estate and Rental and Leasing-Latest filing 2024
Plans
3
Retirement
1
$79.5M assets
Welfare
2
$475K premiums
Participants
2,051
141 WEST JACKSON BOULEVARD SUITE 30 - CHICAGO, IL 60604312-283-4887
Plans on this EIN
3 filings
#001401k-$79.5M - 1,051 part#501Mixed-$475K - 833 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $475K premiums / 833 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$388K
  • Long-term disability$388K
  • Other$388K
  • Vision$87K
Total $475K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA82%
  • VISION SERVICE PLAN18%
Total $475K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $85K1 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

AMLI RESIDENTIAL PROPERTIES 401(K) PLAN

401k

Assets$79.5M
Participants1,051
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMLI MANAGEMENT EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$475K
Covered lives833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

AMLI MANAGEMENT COMPANY FLEXIBLE BENEFITS PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMLI RESIDENTIAL PROPERTIES 401(K) PLAN401k$79.5M1,0512024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMLI MANAGEMENT EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$475K8332024
503AMLI MANAGEMENT COMPANY FLEXIBLE BENEFITS PLANSelf Funded-$002024
Retirement plans
Welfare plans
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