Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.9M
- Dental$7.9M
- Prescription drug$7.9M
- Life$245K
- Long-term disability$245K
- Other$245K
- +1 more
Sponsor portfolioTH
SAVANT CAPITAL, LLC
EIN 45-3812777Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$120.9M assets
Welfare
1
$8.2M premiums
Participants
1,387
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.2M premiums / 1,027 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAVANT CAPITAL, LLC 401(K) PLAN
401k
Assets$120.9M
Participants740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAVANT CAPITAL MANAGEMENT, LLC DBA SAVANT WEALTH MANAGEMENT HEALTH AND WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$8.2M
Covered lives1,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAVANT CAPITAL, LLC 401(K) PLAN | 401k | $120.9M | 740 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAVANT CAPITAL MANAGEMENT, LLC DBA SAVANT WEALTH MANAGEMENT HEALTH AND WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $8.2M | 1,027 | 2025 |
Retirement plans
Welfare plans