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Sponsor portfolio

HEALTH FITNESS CORPORATION

EIN 41-1580506-internet-Latest filing 2025
Plans
7
Retirement
1
$79.7M assets
Welfare
6
$589K premiums
Participants
2,601
400 N. FIELD DRIVE - LAKE FOREST, IL 60045847-604-9200healthshiftai.comLinkedIn1-10 employeesinternet
Plans on this EIN
7 filings
#001401k-$79.7M - 1,633 part#501Mixed-$288K - 855 lives#504Fully Insured-$122K - 754 lives#506Fully Insured-$120K - 754 lives#508Fully Insured-$60K - 514 lives#502Unknown-0 lives#507Self Funded-0 lives

Benefits portfolio analytics

6 plans / $589K premiums / 2,877 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$119K
  • Life$113K
  • Vision$55K
Total $288K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • STANDARD INSURANCE COMPANY81%
  • VISION SERVICE PLAN19%
Total $288K2 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

HEALTH FITNESS CORPORATION 401(K) SAVINGS PLAN

401k

Assets$79.7M
Participants1,633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH FITNESS EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$288K
Covered lives855
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

HEALTH FITNESS CORPORATION LIFE INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$122K
Covered lives754
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

HEALTH FITNESS CORPORATION DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$120K
Covered lives754
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

HEALTH FITNESS CORPORATION VISION BENEFIT PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$60K
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HEALTH FITNESS FLEXIBLE BENEFITS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

HEALTH FITNESS CORPORATION EMPLOYEE DENTAL BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTH FITNESS CORPORATION 401(K) SAVINGS PLAN401k$79.7M1,6332024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH FITNESS EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$288K8552025
504HEALTH FITNESS CORPORATION LIFE INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$122K7542024
506HEALTH FITNESS CORPORATION DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$120K7542024
508HEALTH FITNESS CORPORATION VISION BENEFIT PLANFully InsuredVISION SERVICE PLAN$60K5142024
502HEALTH FITNESS FLEXIBLE BENEFITS PLANUnknown-$002024
507HEALTH FITNESS CORPORATION EMPLOYEE DENTAL BENEFIT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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