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Sponsor portfolio

PROVIDENCE MANAGEMENT COMPANY, LLC

EIN 36-4334227-real estate-Latest filing 2025
Plans
3
Retirement
1
$5.4M assets
Welfare
2
$2.3M premiums
Participants
377
3201 OLD GLENVIEW ROAD, SUITE 200 - WILMETTE, IL 60091847-904-2008provman.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#003401k-$5.4M - 121 part#502Fully Insured-$2.2M - 94 lives#501Fully Insured-$92K - 162 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$92K
  • Vision$92K
  • Life$92K
  • Short-term disability$92K
  • Long-term disability$92K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • BLUE CROSS OF CALIFORNIA64%
  • (unnamed)32%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • J. KRUG & ASSOCIATES100%
Total $104K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PROVIDENCE MANAGEMENT COMPANY, LLC RETIREMENT PLAN

401k

Assets$5.4M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PROVIDENCE MANAGEMENT COMPANY, LLC MEDICAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOISJ. KRUG & ASSOCIATESJ.

Premiums$2.2M
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PROVIDENCE MANAGEMENT COMPANY INSURANCE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$92K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PROVIDENCE MANAGEMENT COMPANY, LLC RETIREMENT PLAN401k$5.4M1212025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PROVIDENCE MANAGEMENT COMPANY, LLC MEDICAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOISJ. KRUG & ASSOCIATESJ.$2.2M942024
501PROVIDENCE MANAGEMENT COMPANY INSURANCE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$92K1622024
Retirement plans
Welfare plans
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