PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. VILLAS OF HOLLY BROOK
Sponsor portfolio

VILLAS OF HOLLY BROOK

EIN 81-4466361-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$3.8M premiums
Participants
1,173
738 18TH STREET - CHARLESTON, IL 61920217-686-4321villasofhollybrook.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$4.3M - 379 part#501Fully Insured-$3.8M - 794 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 794 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$273K
  • Life$252K
  • Short-term disability$252K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BROWN & BROWN INSURANCE SERVICES92%
  • ARCHON BENEFITS & INSURANCE SERVICE6%
  • BENEFIT EDUCATORS LLC1%
  • HAYS COMPANIES, INC.1%
Total $211K4 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

PHILLIPS' COMPANIES 401(K) PLAN

401k

Assets$4.3M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VILLAS OF HOLLY BROOK HWBP

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.8M
Covered lives794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS' COMPANIES 401(K) PLAN401k$4.3M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VILLAS OF HOLLY BROOK HWBPFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.8M7942025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica