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Sponsor portfolio

AMBULATORY MANAGEMENT SOLUTIONS, LLC

EIN 45-1157458-Latest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$1.8M premiums
Participants
441
9550 W. HIGGINS RD., STE 1100 - ROSEMONT, IL 60018773-756-5760
Plans on this EIN
2 filings
#001401k-$20.9M - 271 part#501Fully Insured-$1.8M - 220 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$272K
  • Short-term disability$272K
  • Long-term disability$272K
  • Other$272K
  • Dental$121K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • THE HORTON GROUP32%
  • CENTRO BENEFITS RESEARCH LLC10%
Total $135K3 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

AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN

401k

Assets$20.9M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMBULATORY MANAGEMENT SOLUTIONS, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.8M
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMBULATORY MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN401k$20.9M2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMBULATORY MANAGEMENT SOLUTIONS, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.8M2202025
Retirement plans
Welfare plans
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