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Sponsor portfolio

DUKES ROOT CONTROL, INC.

EIN 75-3026801-Utilities-Latest filing 2025
Plans
8
Retirement
1
$23.0M assets
Welfare
7
$4.2M premiums
Participants
2,764
1707 N. RANDALL RD., SUITE 180 - ELGIN, IL 60123800-447-6687
Plans on this EIN
8 filings
#002401k-$23.0M - 394 part#501Fully Insured-$3.5M - 568 lives#502Fully Insured-$256K - 732 lives#503Fully Insured-$256K - 688 lives#507Fully Insured-$71K - 392 lives#508Fully Insured-$54K - 392 lives#505Fully Insured-$34K - 111 lives#506Fully Insured-$31K - 393 lives

Benefits portfolio analytics

7 plans / $4.2M premiums / 3,276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$256K
  • Vision$256K
  • Long-term disability$71K
  • Life$64K
  • Other$64K
  • +1 more
Total $4.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • AMERITAS LIFE INSURANCE CORP.12%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $208K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DUKE'S ROOT CONTROL, INC. 401(K) PLAN

401k

Assets$23.0M
Participants394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DUKE'S ROOT CONTROL EMPLOYEE BENEFITS HEALTH & WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.5M
Covered lives568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

DUKE'S ROOT CONTROL EMPLOYEE DENTAL PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$256K
Covered lives732
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

DUKE'S ROOT CONTROL EMPLOYEE VISION PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$256K
Covered lives688
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

DUKE'S ROOT CONTROL EMPLOYEE LTD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$71K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

DUKE'S ROOT CONTROL EMPLOYEE STD PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$54K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

DUKE'S ROOT CONTROL EMPLOYEE LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$34K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

DUKE'S ROOT CONTROL EMPLOYEE AD&D PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$31K
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DUKE'S ROOT CONTROL, INC. 401(K) PLAN401k$23.0M3942025

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DUKE'S ROOT CONTROL EMPLOYEE BENEFITS HEALTH & WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.5M5682025
502DUKE'S ROOT CONTROL EMPLOYEE DENTAL PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$256K7322025
503DUKE'S ROOT CONTROL EMPLOYEE VISION PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$256K6882025
507DUKE'S ROOT CONTROL EMPLOYEE LTD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$71K3922025
508DUKE'S ROOT CONTROL EMPLOYEE STD PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$54K3922025
505DUKE'S ROOT CONTROL EMPLOYEE LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$34K1112025
506DUKE'S ROOT CONTROL EMPLOYEE AD&D PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$31K3932025
Retirement plans
Welfare plans
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