Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$111K
- Vision$111K
- Life$82K
- Short-term disability$82K
- Long-term disability$82K
- +1 more
Sponsor portfolio
THE MATHER GROUP, LLC
EIN 47-2381165financial servicesLatest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$2.2M premiums
Participants
415
353 N. CLARK STREET, STE. 2775 - CHICAGO, IL 60654914-806-2297themathergroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 308 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE 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
THE MATHER GROUP 401(K) PLAN
401k
Assets$21.6M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE MATHER GROUP, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.2M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE MATHER GROUP 401(K) PLAN | 401k | $21.6M | 235 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE MATHER GROUP, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.2M | 308 | 2025 |
Retirement plans
Welfare plans