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Sponsor portfolio

ACCUQUOTE, INC.

EIN 36-3996313-insurance-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$1.1M premiums
Participants
227
1821 WALDEN OFFICE SQUARE, SUITE 540 - SCHAUMBURG, IL 60173847-850-2000accuquote.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$2.7M - 110 part#501Fully Insured-$1.1M - 465 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$979K
  • Vision$979K
  • Dental$170K
  • Life$170K
  • Short-term disability$170K
  • Long-term disability$170K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CMR BENEFITS GROUP INC100%
Total $143K1 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

ACCUQUOTE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.7M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCUQUOTE, INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCUQUOTE, INC. 401(K) PROFIT SHARING PLAN401k$2.7M1102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCUQUOTE, INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M4652025
Retirement plans
Welfare plans
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