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Sponsor portfolio

PEAK PROPERTIES, LLC

EIN 36-4325536-real estate-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$1.1M premiums
Participants
330
2815 W ROSCOE ST - CHICAGO, IL 60618773-281-5252peakproperties.bizLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$3.8M - 208 part#505Fully Insured-$1.1M - 124 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$908K
  • Dental$147K
  • Vision$147K
  • Life$147K
  • Short-term disability$147K
  • Long-term disability$147K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA14%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • JOSEPH P. SALIBA82%
  • ASSUREDPARTNERS12%
  • ROGERS BENEFIT GROUP INC6%
Total $106K3 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

PEAK COMPANIES EMPLOYEES' RETIREMENT SAVINGS PLAN & TRUST

401k

Assets$3.8M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PEAK PROPERTIES HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEAK COMPANIES EMPLOYEES' RETIREMENT SAVINGS PLAN & TRUST401k$3.8M2082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PEAK PROPERTIES HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M1242025
Retirement plans
Welfare plans
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