Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$3.2M
- Other$245K
- Life$224K
- Short-term disability$224K
- Long-term disability$224K
- +2 more
Sponsor portfolioTH
CHOREO, LLC
EIN 41-1944416financial servicesLatest filing 2024
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$3.7M premiums
Participants
438
30 S WACKER DR, SUITE 3300 - CHICAGO, IL 60606424-216-9092choreoadvisors.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 493 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
87%top
- AON CONSULTING INC87%
- UNKNOWN11%
- GIS NATIONAL1%
- ADP INC0%
- BOON CHAPMAN BENEFIT ADMINISTRATORS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHOREO RETIREMENT PLAN
401k
Assets$45.7M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHOREO, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$3.7M
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHOREO RETIREMENT PLAN | 401k | $45.7M | 249 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHOREO, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $3.7M | 493 | 2024 |
Retirement plans
Welfare plans