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Sponsor portfolioTH

ILLINOIS EDUCATION ASSOCIATION

EIN 37-0343490-education management-Latest filing 2025
Plans
5
Retirement
4
$244.6M assets
Welfare
1
$6.4M premiums
Participants
857
100 EAST EDWARDS STREET - SPRINGFIELD, IL 627041901800-252-8076ieanea.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
5 filings
#001TraditionalDB-$179.6M - 265 part#003401k-$28.9M - 127 part#002401k-$27.5M - 111 part#007401k-$8.6M - 20 part#505Mixed-$6.4M - 552 lives

Retirement portfolio analytics

4 plans aggregated / $244.6M assets / 523 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • STAFF RETIREMENT PLAN (#001)73%
  • PROFESSIONAL STAFF 401(K) (#003)12%
  • ASSOCIATE STAFF 401(K) (#002)11%
  • MANAGEMENT STAFF 401(K) (#007)4%
Total $244.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • (Not disclosed)88%
  • T ROWE PRICE RPS INC12%
Total $244.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#001)265
  • PROFESSIONAL STAFF 401(K) (#003)127
  • ASSOCIATE STAFF 401(K) (#002)111
  • MANAGEMENT STAFF 401(K) (#007)20
Total 523Click row to drill in

Benefits portfolio analytics

1 plan / $6.4M premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$6.2M
  • Other$95K
  • Long-term disability$71K
  • Life$70K
Total $6.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
Total $6.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • DS&P INSURANCE SERVICES, INC.76%
  • DSP INSURANCE SERVICES, INC.24%
Total $19K2 slices

Plan deep-dives

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

ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLAN

TraditionalDB

Assets$179.6M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ILLINOIS EDUCATION ASSOCIATION PROFESSIONAL STAFF 401(K) PLAN

401k

Assets$28.9M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN

401k

Assets$27.5M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN

401k

Assets$8.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ILLINOIS EDUCATION ASSOCIATION GROUP WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.4M
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001ILLINOIS EDUCATION ASSOCIATION STAFF RETIREMENT PLANTraditionalDB$179.6M2652025
003ILLINOIS EDUCATION ASSOCIATION PROFESSIONAL STAFF 401(K) PLAN401k$28.9M1272024
002ILLINOIS EDUCATION ASSOCIATION ASSOCIATE STAFF 401(K) PLAN401k$27.5M1112024
007ILLINOIS EDUCATION ASSOCIATION MANAGEMENT STAFF 401(K) PLAN401k$8.6M202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ILLINOIS EDUCATION ASSOCIATION GROUP WELFARE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$6.4M5522025
Retirement plans
Welfare plans
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