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  2. THE HAVI GROUP LIMITED PARTNERSHIP
Sponsor portfolioTH

THE HAVI GROUP LIMITED PARTNERSHIP

EIN 36-3600106-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$359.8M assets
Welfare
1
$18.5M premiums
Participants
2,921
345 N. MORGAN STREET SUIT 1000 - CHICAGO, IL 60607630-353-4213LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$359.8M - 1,660 part#501Mixed-$18.5M - 2,227 lives

Benefits portfolio analytics

1 plan / $18.5M premiums / 2,227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$16.8M
  • Prescription drug$16.8M
  • Life$1.3M
  • Other$896K
  • Long-term disability$549K
  • Vision$112K
  • +1 more
Total $18.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
  • +2 more
Total $18.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • GALLAGHER BENEFIT SERVICES, INC.73%
  • THE LEADERS GROUP INC23%
  • GBS INS AND FINANCIAL SERVICES INC5%
  • GREGORY A MCROBERTS0%
  • PETER H HOOPIS0%
Total $90K5 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

THE HAVI GROUP LIMITED PARTNERSHIP PROFIT SHARING AND SAVINGS PLAN

401k

Assets$359.8M
Participants1,660
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HAVI GROUP, LP HEALTHCARE, SURVIVOR AND DISABILITY PROGRAM

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$18.5M
Covered lives2,227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HAVI GROUP LIMITED PARTNERSHIP PROFIT SHARING AND SAVINGS PLAN401k$359.8M1,6602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HAVI GROUP, LP HEALTHCARE, SURVIVOR AND DISABILITY PROGRAMMixedBLUECROSS BLUESHIELD OF ILLINOIS$18.5M2,2272024
Retirement plans
Welfare plans
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