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Sponsor portfolio

ACERO SCHOOLS

EIN 36-4235934-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$25.3M assets
Welfare
1
$12.8M premiums
Participants
1,500
18 S MICHIGAN AVE, 9TH FLOOR - CHICAGO, IL 60603312-637-3900aceroschools.orgLinkedIn501-1000 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$25.3M - 929 part#505Fully Insured-$12.8M - 1,177 lives

Benefits portfolio analytics

1 plan / $12.8M premiums / 1,177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.3M
  • Dental$12.3M
  • Life$477K
  • Short-term disability$477K
  • Long-term disability$477K
  • Other$477K
  • +1 more
Total $12.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • DEARBORN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN0%
Total $12.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • JAMES R NELLIGAN & ASSOCIATES LLC17%
Total $145K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACERO 401(K) PLAN

401k

Assets$25.3M
Participants929
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ACERO CHARTER SCHOOLS INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$12.8M
Covered lives1,177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACERO 401(K) PLAN401k$25.3M9292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ACERO CHARTER SCHOOLS INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$12.8M1,1772025
Retirement plans
Welfare plans
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