Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$65K
- Long-term disability$65K
- Other$65K
- Vision$18K
Sponsor portfolio
INDIVIDUAL ADVOCACY GROUP
EIN 36-4057568mental health careLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$82K premiums
Participants
1,055
1289 WINDHAM PARKWAY - ROMEOVILLE, IL 60446630-881-3411individualadvocacygroup.comLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $82K premiums / 464 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY78%
- EYEMED VISION CARE22%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INDIVIDUAL ADVOCACY GROUP 401(K) PLAN
401k
Assets$4.8M
Participants591
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INDIVIDUAL ADVOCACY GROUP HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$82K
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INDIVIDUAL ADVOCACY GROUP 401(K) PLAN | 401k | $4.8M | 591 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INDIVIDUAL ADVOCACY GROUP HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $82K | 464 | 2025 |
Retirement plans
Welfare plans