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Sponsor portfolioTH

EFFINGHAM EQUITY

EIN 37-0259470-farming-Latest filing 2025
Plans
2
Retirement
1
$80.0M assets
Welfare
1
$4.8M premiums
Participants
1,393
201 WEST ROADWAY AVENUE - EFFINGHAM, IL 62401217-342-4101ekoconsultant.plLinkedIn11-50 employeesfarming
Plans on this EIN
2 filings
#001401k-$80.0M - 833 part#501Fully Insured-$4.8M - 783 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 783 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.2M
  • Dental$512K
  • Vision$512K
  • Life$512K
  • Short-term disability$512K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $199K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EFFINGHAM EQUITY SAVINGS PLAN & TRUST

401k

Assets$80.0M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EFFINGHAM EQUITY GROUP INSURANCE

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.8M
Covered lives783
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EFFINGHAM EQUITY SAVINGS PLAN & TRUST401k$80.0M8332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EFFINGHAM EQUITY GROUP INSURANCEFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.8M7832025
Retirement plans
Welfare plans
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