Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.3M
- Prescription drug$6.3M
- Short-term disability$621K
- Life$589K
- Long-term disability$589K
- Other$589K
- +1 more
Sponsor portfolio
PLS FINANCIAL SERVICES, INC.
EIN 36-4179718Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$7.0M premiums
Participants
3,668
ONE S WACKER DRIVE, 36TH FLOOR - CHICAGO, IL 60606312-878-0422
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.0M premiums / 1,793 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- RELIANCE STANDARD LIFE INSURANCE COMPANY9%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
77%top
- ALTERITY BROKER SOLUTIONS77%
- NFP INSURANCE SERVICES INC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLS FINANCIAL SERVICES, INC. 401(K) PLAN
401k
Assets$35.7M
Participants1,875
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
PLS FINANCIAL SERVICES INC WRAP WELFARE BENEFIT PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$7.0M
Covered lives1,793
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLS FINANCIAL SERVICES, INC. 401(K) PLAN | 401k | $35.7M | 1,875 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | PLS FINANCIAL SERVICES INC WRAP WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $7.0M | 1,793 | 2024 |
Retirement plans
Welfare plans