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Sponsor portfolio

A-Z INDUSTRIES, INC.

EIN 36-3771332-utilities-Latest filing 2025
Plans
3
Retirement
2
$10.1M assets
Welfare
1
$2.0M premiums
Participants
327
3651 COMMERCIAL AVENUE - NORTHBROOK, IL 60062847-291-9009LinkedIn51-200 employeesutilities
Plans on this EIN
3 filings
#002401k-$6.5M - 51 part#001401k-$3.6M - 124 part#501Mixed-$2.0M - 250 lives

Retirement portfolio analytics

2 plans aggregated / $10.1M assets / 175 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • TRUST - NORTHBROOK (#002)65%
  • PLAN & TRUST (#001)35%
Total $10.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)124
  • TRUST - NORTHBROOK (#002)51
Total 175Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 250 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$203K
  • Vision$203K
  • Life$203K
  • Other$203K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • LEVIN & REID INC.88%
  • BOON ADMINISTRATIVE SERVICES10%
  • LEVINE & REID INC.2%
Total $79K3 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

A-Z INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - NORTHBROOK

401k

Assets$6.5M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

A-Z INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.6M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A-Z INDUSTRIES WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.0M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002A-Z INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST - NORTHBROOK401k$6.5M512025
001A-Z INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$3.6M1242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A-Z INDUSTRIES WELFARE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$2.0M2502025
Retirement plans
Welfare plans
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