Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.1M
- Dental$496K
- Vision$496K
- Other$204K
- Short-term disability$122K
- Life$95K
- +1 more
Sponsor portfolio
KAUFMAN, HALL & ASSOCIATES, LLC
EIN 47-2564584Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$165.4M assets
Welfare
1
$8.0M premiums
Participants
1,377
5215 OLD ORCHARD ROAD, SUITE 800 - SKOKIE, IL 60077847-441-8780
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.0M premiums / 891 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
94%top
- NFP INSURANCE SERVICES INC94%
- WATCHTOWER BENEFITS, LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST
401k
Assets$165.4M
Participants778
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAUFMAN HALL HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$8.0M
Covered lives891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KAUFMAN, HALL & ASSOCIATES, LLC RETIREMENT PLAN AND TRUST | 401k | $165.4M | 778 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAUFMAN HALL HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $8.0M | 891 | 2024 |
Retirement plans
Welfare plans