Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Dental$265K
- Life$265K
- Short-term disability$265K
- Long-term disability$265K
- +2 more
Sponsor portfolio
GENEVA TRADING USA, LLC
EIN 36-4398436financial servicesLatest filing 2025
Plans
2
Retirement
1
$27.0M assets
Welfare
1
$2.9M premiums
Participants
344
190 SOUTH LASALLE STREET, SUITE 1800 - CHICAGO, IL 60603312-471-6100geneva-trading.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 303 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
93%top
- THE BALDWIN GROUP WEST LLC93%
- ARMFIELD HARRISON & THOMAS7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENEVA TRADING RETIREMENT PLAN
401k
Assets$27.0M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENEVA TRADING USA, LLC EMPLOYEE WRAP BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$2.9M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENEVA TRADING RETIREMENT PLAN | 401k | $27.0M | 197 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GENEVA TRADING USA, LLC EMPLOYEE WRAP BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $2.9M | 303 | 2025 |
Retirement plans
Welfare plans