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  2. COUNSELING CONNECTION, INC.
Sponsor portfolio

COUNSELING CONNECTION, INC.

EIN 36-3300648-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$2.1M premiums
Participants
481
900 TECHNOLGOY WAY, SUITE 320 - LIBERTYVILLE, IL 60048847-680-2715counselingconnections.netLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$8.0M - 298 part#501Mixed-$2.1M - 280 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$83K
  • Other$23K
  • Vision$21K
  • Life$15K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ROSE STREET ADVISORS LLC99%
  • DAILYFEATS INC.1%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $92K3 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

COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN

401k

Assets$8.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COUNSELING CONNECTION, INC.

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.1M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN401k$8.0M2982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COUNSELING CONNECTION, INC.MixedBLUECROSS BLUESHIELD OF ILLINOIS$2.1M2802025
Retirement plans
Welfare plans
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