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Sponsor portfolio

AMERICAN WATER RESOURCES, LLC

EIN 54-0912221-Latest filing 2025
Plans
2
Retirement
1
$40.2M assets
Welfare
1
$1.1M premiums
Participants
1,487
1415 WEST DIEHL ROAD, SUITE 270 - NAPERVILLE, IL 60563331-457-2558
Plans on this EIN
2 filings
#001401k-$40.2M - 927 part#501Mixed-$1.1M - 1,121 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$522K
  • Other$508K
  • Life$499K
  • Long-term disability$499K
  • Vision$109K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • BLUE CROSS OF CALIFORNIA46%
  • HARTFORD LIFE AND ACCIDENT44%
  • VISION SERVICE PLAN10%
  • ALLONE HEALTH1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • MARSH & MCLENNAN AGENCY LLC60%
  • LOCKTON COMPANIES, LLC32%
  • AP BENEFIT ADVISORS, LLC8%
Total $105K3 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

ONCOURSE HOME SOLUTIONS 401(K) PLAN

401k

Assets$40.2M
Participants927
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN WATER RESOURCES, LLC DBA HOMEOWNER SERVICES BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$1.1M
Covered lives1,121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONCOURSE HOME SOLUTIONS 401(K) PLAN401k$40.2M9272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN WATER RESOURCES, LLC DBA HOMEOWNER SERVICES BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF ILLINOIS$1.1M1,1212025
Retirement plans
Welfare plans
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