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Sponsor portfolio

REFUGEEONE

EIN 36-3817743-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$928K premiums
Participants
233
6008 NORTH CALIFORNIA AVENUE - CHICAGO, IL 60659773-989-5647refugeeone.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$2.3M - 118 part#502Fully Insured-$928K - 145 lives

Benefits portfolio analytics

1 plan / $928K premiums / 145 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$789K
  • Prescription drug$789K
  • Dental$139K
  • Vision$139K
  • Life$139K
  • Short-term disability$139K
  • +1 more
Total $928K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $928K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LEVINE & REID INC.100%
Total $44K1 slice

Plan deep-dives

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

REFUGEEONE 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$2.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

REFUGEEONE HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$928K
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001REFUGEEONE 401(K) EMPLOYEE SAVINGS PLAN401k$2.3M1182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502REFUGEEONE HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$928K1452025
Retirement plans
Welfare plans
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