Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$16.0M
- Prescription drug$16.0M
- Short-term disability$997K
- Long-term disability$505K
- Life$309K
- Other$197K
- +1 more
Sponsor portfolio
THE CHARTIS GROUP, LLC
EIN 36-4450952accountingLatest filing 2025
Plans
2
Retirement
1
$158.5M assets
Welfare
1
$17.6M premiums
Participants
2,079
220 WEST KINZIE STREET, THIRD FLOOR - CHICAGO, IL 60654877-667-4700LinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $17.6M premiums / 1,876 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- LIFE INSURANCE COMPANY OF NORTH AMERICA8%
- VISION SERVICE PLAN1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHARTIS GROUP, LLC 401(K) PLAN
401k
Assets$158.5M
Participants1,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CHARTIS GROUP LLC WELFARE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$17.6M
Covered lives1,876
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHARTIS GROUP, LLC 401(K) PLAN | 401k | $158.5M | 1,145 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CHARTIS GROUP LLC WELFARE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $17.6M | 1,876 | 2025 |
Retirement plans
Welfare plans