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Sponsor portfolio

ITSAVVY/B2B INDUSTRIAL

EIN 55-0865845-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$75K assets
Welfare
1
$3.4M premiums
Participants
29
313 SOUTH ROHLWING ROAD - ADDISON, IL 60101630-396-6262itsavvy.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$75K - 29 part#501Fully Insured-$3.4M - 372 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$1.1M
  • Vision$270K
  • Other$249K
  • Life$232K
  • Dental$226K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • BLUE CROSS OF CALIFORNIA57%
  • DEAN HEALTH PLAN INC34%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • EYEMED VISION CARE1%
  • RELIASTAR LIFE INSURANCE COMPANY1%
  • +1 more
Total $3.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • AON CONSULTING INC97%
  • CUSTOM BENEFIT PROGRAMS INC1%
  • BENEFIT EDUCATORS LLC1%
  • MARSH & MCLENNAN AGENCY LLC0%
  • JENNON CARUTH0%
Total $87K5 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

ITSAVVY 401(K) PLAN

401k

Assets$75K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ITSAVVY/B2B INDUSTRIAL HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.4M
Covered lives372
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ITSAVVY 401(K) PLAN401k$75K292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ITSAVVY/B2B INDUSTRIAL HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.4M3722025
Retirement plans
Welfare plans
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