PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CODILIS & ASSOCIATES, PC
Sponsor portfolio

CODILIS & ASSOCIATES, PC

EIN 36-3258748-Latest filing 2025
Plans
2
Retirement
1
$37.2M assets
Welfare
1
$3.5M premiums
Participants
652
15W030 NORTH FRONTAGE ROAD - BURR RIDGE, IL 60527630-794-9690
Plans on this EIN
2 filings
#001401k-$37.2M - 363 part#501Fully Insured-$3.5M - 485 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$210K
  • Short-term disability$208K
  • Vision$188K
  • Life$188K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • DEARBORN LIFE INSURANCE COMPANY5%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • MESIROW INSURANCE SERVICES INC2%
  • CODILIS & ASSOCIATES, P.C.0%
Total $120K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN

401k

Assets$37.2M
Participants363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CODILIS & ASSOCIATES, P.C. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.5M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CODILIS & ASSOCIATES, P. C. 401(K) PROFIT SHARING PLAN401k$37.2M3632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CODILIS & ASSOCIATES, P.C. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.5M4852025
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