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Sponsor portfolio

UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION

EIN 36-4225812-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$2.7M premiums
Participants
255
EDELSTONE CENTER, 6030 S. ELLIS - CHICAGO, IL 60637773-834-2053
Plans on this EIN
2 filings
#001403b-$1.1M - 70 part#501Fully Insured-$2.7M - 412 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$91K
  • Vision$21K
  • Life$17K
  • Short-term disability$15K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
  • PERSPECTIVES LTD0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $88K1 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

THE UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION TAX ANNUITY SHELTERED PLAN

403b

Assets$1.1M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNIVERSITY OF CHICAGO CHARTER SCHOOL HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.7M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE UNIVERSITY OF CHICAGO CHARTER SCHOOL CORPORATION TAX ANNUITY SHELTERED PLAN403b$1.1M702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNIVERSITY OF CHICAGO CHARTER SCHOOL HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.7M4122025
Retirement plans
Welfare plans
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