PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. 95 PERCENT GROUP LLC
Sponsor portfolio

95 PERCENT GROUP LLC

EIN 36-4305515-primary/secondary education-Latest filing 2024
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$230K premiums
Participants
351
475 HALF DAY ROAD, SUITE 350 - LINCOLNSHIRE, IL 600692902773-849-718495percentgroup.comLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$6.5M - 186 part#501Fully Insured-$230K - 365 lives

Benefits portfolio analytics

1 plan / $230K premiums / 365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$213K
  • Dental$213K
  • Vision$17K
  • Life$17K
  • Short-term disability$17K
  • Long-term disability$17K
  • +1 more
Total $230K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $230K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
Total $17K2 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

95 PERCENT GROUP 401(K) PLAN

401k

Assets$6.5M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

95 PERCENT GROUP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$230K
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
00195 PERCENT GROUP 401(K) PLAN401k$6.5M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
50195 PERCENT GROUP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$230K3652024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica