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Sponsor portfolio

SERVICE HOLDINGS, LLC

EIN 36-4252962-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
1
$16.6M assets
Welfare
1
$939K premiums
Participants
439
2211 BUTTERFIELD ROAD SUITE 100 - DOWNERS GROVE, IL 60515331-481-4639
Plans on this EIN
2 filings
#001401k-$16.6M - 365 part#505Fully Insured-$939K - 154 lives

Benefits portfolio analytics

1 plan / $939K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$861K
  • Dental$861K
  • Other$73K
  • Life$51K
  • Long-term disability$42K
  • Short-term disability$14K
  • +1 more
Total $939K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $939K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ALLIANT INSURANCE SERVICES, INC.94%
  • MESIROW INSURANCE SERVICES INC6%
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#001

SERVICE HOLDINGS, LLC RETIREMENT PLAN

401k

Assets$16.6M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SERVICE HOLDINGS LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$939K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SERVICE HOLDINGS, LLC RETIREMENT PLAN401k$16.6M3652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SERVICE HOLDINGS LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$939K1542024
Retirement plans
Welfare plans
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