Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$6.1M
- Health$6.1M
- Life$278K
- Other$278K
- Short-term disability$173K
- Long-term disability$173K
- +1 more
Sponsor portfolio
KOVITZ INVESTMENT GROUP PARTNERS, LLC
EIN 47-5657416Latest filing 2025
Plans
2
Retirement
1
$70.4M assets
Welfare
1
$6.3M premiums
Participants
814
71 SOUTH WACKER DRIVE, SUITE 1860 - CHICAGO, IL 60606312-673-1745
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 634 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
97%top
- THE PLEXUS GROUPE LLC97%
- THE BALDWIN GROUP WEST LLC2%
- WATCHOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN
401k
Assets$70.4M
Participants431
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$6.3M
Covered lives634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEES' RETIREMENT PLAN | 401k | $70.4M | 431 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KOVITZ INVESTMENT GROUP PARTNERS, LLC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $6.3M | 634 | 2025 |
Retirement plans
Welfare plans