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
Filings through .
Chai Trust Company, LLC D/B/a Equity Group Investments
EIN 36-4268733real estateLatest filing 2025
Plans
2
Retirement
1
$73.6M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.7M premiums / 226 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN
401(k)
Assets$73.6M
Participants209
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CHAI TRUST COMPANY, LLC DBA EQUITY GROUP INVESTMENTS
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.7M
Covered lives226
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CHAI TRUST COMPANY ADVANTAGE RETIREMENT SAVINGS PLAN | 401(k) | $73.6M | 209 | 2025 |
- #001 · 401(k) · 2025209
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025226
Retirement plans
Health & Benefits plans