Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$20.8M
- Dental$20.8M
- Vision$20.8M
- Other$810K
- Life$643K
- Long-term disability$643K
- +1 more
Sponsor portfolio
INSPIRA FINANCIAL TRUST, LLC
EIN 36-4400066financial servicesLatest filing 2025
Plans
2
Retirement
1
$113.1M assets
Welfare
1
$22.1M premiums
Participants
3,296
2001 SPRING ROAD, SUITE 700 - OAK BROOK, IL 60523630-368-5618inspirafinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $22.1M premiums / 2,570 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- AETNA LIFE INSURANCE COMPANY95%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
Broker market share
Schedule A broker compensation
84%top
- HUB INTERNATIONAL MIDWEST LIMITED84%
- JAMES R NELLIGAN & ASSOCIATES LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSPIRA FINANCIAL, LLC 401(K) PLAN
401k
Assets$113.1M
Participants1,873
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INSPIRA FINANCIAL TRUST, LLC HEALTH PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$22.1M
Covered lives2,570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSPIRA FINANCIAL, LLC 401(K) PLAN | 401k | $113.1M | 1,873 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INSPIRA FINANCIAL TRUST, LLC HEALTH PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $22.1M | 2,570 | 2025 |
Retirement plans
Welfare plans