Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Other$342K
- Life$166K
- Long-term disability$166K
- Dental$145K
- Vision$21K
Sponsor portfolio
CHAI TRUST COMPANY, LLC D/B/A EQUITY GROUP INVESTMENTS
EIN 36-4268733real estateLatest filing 2025
Plans
2
Retirement
1
$73.6M assets
Welfare
1
$2.7M premiums
Participants
332
TWO NORTH RIVERSIDE PLAZA, STE 600 - CHICAGO, IL 60606312-626-3447LinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 226 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN
401k
Assets$73.6M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHAI TRUST COMPANY, LLC DBA EQUITY GROUP INVESTMENTS
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.7M
Covered lives226
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN | 401k | $73.6M | 209 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHAI TRUST COMPANY, LLC DBA EQUITY GROUP INVESTMENTS | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.7M | 226 | 2025 |
Retirement plans
Welfare plans