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Sponsor portfolio

ALL-STAT PORTABLE LLC

EIN 45-4589721-hospital & health care-Latest filing 2025
Plans
3
Retirement
2
$1.3M assets
Welfare
1
$378K premiums
Participants
470
8235 CHRISTIANA AVENUE - SKOKIE, IL 60076224-337-1000allstatportable.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filings
#001403b-$1.1M - 137 part#002403b-$218K - 137 part#504Mixed-$378K - 196 lives

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 274 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PORTABLE LLC 401(K) (#001)84%
  • 401(K) PLAN #2 (#002)16%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PORTABLE LLC 401(K) (#001)137
  • 401(K) PLAN #2 (#002)137
Total 274Click row to drill in

Benefits portfolio analytics

1 plan / $378K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$326K
  • Dental$53K
  • Vision$53K
  • Life$53K
  • Other$53K
Total $378K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
Total $378K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • ROBINSON FINANCIAL GROUP INC63%
  • ROGERS BENEFIT GROUP INC25%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS12%
  • GIS BENEFITS INC1%
Total $84K4 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

ALL-STAT PORTABLE LLC 401(K) PLAN

403b

Assets$1.1M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALL-STAT PORTABLE LLC 401(K) PLAN #2

403b

Assets$218K
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ALL-STAT PORTABLE LLC BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$378K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALL-STAT PORTABLE LLC 401(K) PLAN403b$1.1M1372024
002ALL-STAT PORTABLE LLC 401(K) PLAN #2403b$218K1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ALL-STAT PORTABLE LLC BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$378K1962025
Retirement plans
Welfare plans
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