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Sponsor portfolio

ILLINOIS BANKERS ASSOCIATION

EIN 36-3215107-financial services-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$21.9M premiums
Participants
1,690
3201 W WHITE OAKS DRIVE SUITE 400 - SPRINGFIELD, IL 62704217-789-9340illinois.bankLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$5.5M - 30 part#501Mewa-$21.9M - 1,912 lives

Benefits portfolio analytics

1 plan / $21.9M premiums / 1,912 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$20.3M
  • Prescription drug$20.3M
  • Dental$871K
  • Vision$748K
  • Life$748K
  • Short-term disability$748K
  • +2 more
Total $21.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • DEARBORN LIFE INSURANCE COMPANY3%
Total $21.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • CLEMENS & ASSOC LIFE AGENCY LTD83%
  • STUMM INSURANCE LLC17%
Total $58K2 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

LLINOIS BANKERS ASSOCIATION 401(K) INCENTIVE SAVINGS PLAN

401k

Assets$5.5M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ILLINOIS BANKERS GROUP INSURANCE TRUST

Mewa - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$21.9M
Covered lives1,912
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LLINOIS BANKERS ASSOCIATION 401(K) INCENTIVE SAVINGS PLAN401k$5.5M302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ILLINOIS BANKERS GROUP INSURANCE TRUSTMewaBLUE CROSS BLUE SHIELD OF ILLINOIS$21.9M1,9122025
Retirement plans
Welfare plans
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