Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Life$171K
- Other$171K
- Dental$163K
- Vision$163K
- Short-term disability$139K
- +1 more
Sponsor portfolio
ELEVATE ENERGY
EIN 36-4443093Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$4.0M premiums
Participants
566
322 SOUTH GREEN STREET, SUITE 300 - CHICAGO, IL 60607773-922-3015
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 342 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- STARMOUNT LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
97%top
- ALLIANT INSURANCE SERVICES, INC.97%
- MESIROW INSURANCE SERVICES INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ELEVATE ENERGY 401(K) PLAN
401k
Assets$14.4M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ELEVATE ENERGY WRAP PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$4.0M
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELEVATE ENERGY 401(K) PLAN | 401k | $14.4M | 305 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ELEVATE ENERGY WRAP PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $4.0M | 342 | 2024 |
Retirement plans
Welfare plans