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Sponsor portfolio

CONNOR & GALLAGHER INSURANCE SERVICES

EIN 36-4175595-insurance-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$1.3M premiums
Participants
263
750 WARRENVILLE ROAD, SUITE 400 - LISLE, IL 60532630-599-8759congalins.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#002401k-$15.6M - 141 part#501Fully Insured-$1.3M - 148 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$185K
  • Vision$185K
  • Life$185K
  • Short-term disability$185K
  • Long-term disability$185K
  • +1 more
Total $1.3M7 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 $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • LUKE S BARNETT94%
  • GALLAGHER BENEFIT SERVICES, INC.6%
Total $59K2 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

CONNOR & GALLAGHER ONESOURCE 401(K) PLAN

401k

Assets$15.6M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONNOR & GALLAGHER INSURANCE SERVICES EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONNOR & GALLAGHER ONESOURCE 401(K) PLAN401k$15.6M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONNOR & GALLAGHER INSURANCE SERVICES EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M1482025
Retirement plans
Welfare plans
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