Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$307K
- Prescription drug$307K
- Life$88K
- Short-term disability$88K
- Long-term disability$88K
- Other$88K
- +2 more
Sponsor portfolioTH
HAGERTY CONSULTING INC
EIN 37-1431085management consultingLatest filing 2025
Plans
2
Retirement
1
$33.4M assets
Welfare
1
$413K premiums
Participants
828
1618 ORRINGTON AVE STE 201 - EVANSTON, IL 602013864847-492-8454hagertyconsulting.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $413K premiums / 638 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- BLUE CROSS OF CALIFORNIA74%
- UNUM LIFE INSURANCE COMPANY OF AMERICA21%
- AMERITAS LIFE INSURANCE CORP.4%
Broker market share
Schedule A broker compensation
45%top
- ZEMAR INVESTMENTS, INC.45%
- JAMIESON AND ASSOCIATES LTD33%
- PROFESSIONAL GROUP PLANS INC16%
- GREGORY L. ECK6%
- HAGERTY CONSULTING, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HAGERTY CONSULTING INC 401(K) PLAN
401k
Assets$33.4M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HAGERTY CONSULTING, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$413K
Covered lives638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HAGERTY CONSULTING INC 401(K) PLAN | 401k | $33.4M | 456 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HAGERTY CONSULTING, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $413K | 638 | 2024 |
Retirement plans
Welfare plans