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Sponsor portfolio

SPOTHERO, INC.

EIN 45-5389124-computer software-Latest filing 2024
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$2.9M premiums
Participants
478
125 S CLARK STREET FLOOR 13 - CHICAGO, IL 60603773-544-0428spothero.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$16.4M - 273 part#501Mixed-$2.9M - 346 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Prescription drug$2.8M
  • Life$74K
  • Long-term disability$74K
  • Other$74K
  • +1 more
Total $2.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $134K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SPOTHERO 401(K) PLAN

401k

Assets$16.4M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPOTHERO, INC.

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.9M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPOTHERO 401(K) PLAN401k$16.4M2732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPOTHERO, INC.MixedBLUECROSS BLUESHIELD OF ILLINOIS$2.9M3462024
Retirement plans
Welfare plans
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