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Sponsor portfolio

CURION, LLC

EIN 81-4020364-market research-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$2.4M premiums
Participants
556
111 DEER LAKE, SUITE 120 - DEERFIELD, IL 60015732-952-0000curioninsights.comLinkedIn201-500 employeesmarket research
Plans on this EIN
2 filings
#001401k-$12.6M - 357 part#501Fully Insured-$2.4M - 289 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Other$159K
  • Short-term disability$138K
  • Dental$124K
  • Vision$124K
  • Life$113K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • JOE FERNANDEZ4%
  • MARC JACOBSON1%
  • SELERIX SYSTEMS INC0%
Total $131K4 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

CURION, LLC 401(K) PLAN

401k

Assets$12.6M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURION, LLC WELFARE HEALTH AND BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$2.4M
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CURION, LLC 401(K) PLAN401k$12.6M3572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURION, LLC WELFARE HEALTH AND BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$2.4M2892025
Retirement plans
Welfare plans
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