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Sponsor portfolio

VITALITY MANAGEMENT COMPANY, LLC

EIN 52-2213940-Health Care and Social Assistance-Latest filing 2024
Plans
5
Retirement
1
$40.9M assets
Welfare
4
$3.8M premiums
Participants
1,104
120 S. RIVERSIDE PLAZA, SUITE 400 - CHICAGO, IL 60606312-224-7435
Plans on this EIN
5 filings
#001401k-$40.9M - 319 part#501Fully Insured-$3.4M - 433 lives#502Fully Insured-$189K - 175 lives#507Mixed-$102K - 195 lives#506Fully Insured-$28K - 156 lives

Benefits portfolio analytics

4 plans / $3.8M premiums / 959 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Dental$189K
  • Life$102K
  • Long-term disability$102K
  • Other$102K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • IMG0%
Total $128K2 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

VITALITY MANAGEMENT COMPANY, LLC 401(K) PLAN

401k

Assets$40.9M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VITALITY MANAGEMENT COMPANY, LLC MEDICAL GROUP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.4M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

VITALITY MANAGEMENT COMPANY, LLC DENTAL GROUP PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$189K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

VITALITY MANAGEMENT COMPANY, LLC BASIC AND VOLUNTARY LIFE/AD&D GROUP PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$102K
Covered lives195
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

VITALITY MANAGEMENT COMPANY, LLC VISION SERVICE PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$28K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VITALITY MANAGEMENT COMPANY, LLC 401(K) PLAN401k$40.9M3192024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VITALITY MANAGEMENT COMPANY, LLC MEDICAL GROUP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.4M4332024
502VITALITY MANAGEMENT COMPANY, LLC DENTAL GROUP PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$189K1752024
507VITALITY MANAGEMENT COMPANY, LLC BASIC AND VOLUNTARY LIFE/AD&D GROUP PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$102K1952024
506VITALITY MANAGEMENT COMPANY, LLC VISION SERVICE PLANFully InsuredVISION SERVICE PLAN$28K1562024
Retirement plans
Welfare plans
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