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  1. Companies/
  2. Jade Financial, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Jade Financial, LLC

EIN 82-2208449-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
1
$1.2M assets
Welfare
2
$2.2M premiums
Participants
1,406
7434 SKOKIE BLVD. - SKOKIE, IL 60077347-809-1124
Plans on this EIN
3 filings
#001401(k)-$1.2M - 939 part#501Fully insured-$2.1M - 454 lives#502Fully insured-$82K - 258 lives

Benefits portfolio analytics

2 plans / $2.2M premiums / 712 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$82K
  • Life$82K
  • Long-term disability$82K
  • Other$82K
Total $2.2M6 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JADE FINANCIAL, LLC 401(K) PLAN

401(k)

Assets$1.2M
Participants939
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JADE FINANCIAL, LLC MEDICAL AND DENTAL PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.1M
Covered lives454
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

JADE FINANCIAL, LLC ANCILLARY PLAN

Fully insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$82K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JADE FINANCIAL, LLC 401(K) PLAN401(k)$1.2M9392025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JADE FINANCIAL, LLC MEDICAL AND DENTAL PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$2.1M4542025
502JADE FINANCIAL, LLC ANCILLARY PLANFully insuredDEARBORN LIFE INSURANCE COMPANY$82K2582025
Retirement plans
Welfare plans
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