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Sponsor portfolio

SILVER BIRCH SERVICES LLC

EIN 82-3479583-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
1
$749K assets
Welfare
3
$2.7M premiums
Participants
1,296
151 N FRANKLIN ST STE 300 - CHICAGO, IL 60606312-550-8346
Plans on this EIN
4 filings
#001401k-$749K - 466 part#501Fully Insured-$2.5M - 342 lives#502Fully Insured-$92K - 594 lives#505Fully Insured-$76K - 91 lives

Benefits portfolio analytics

3 plans / $2.7M premiums / 1,027 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Vision$92K
  • Life$92K
  • Long-term disability$92K
  • Other$92K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $138K1 slice

Plan deep-dives

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

SILVER BIRCH LIVING 401(K) SAVINGS PLAN

401k

Assets$749K
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SILVER BIRCH MEDICAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.5M
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SILVER BIRCH ANCILLARY PLAN

Fully Insured - DEARBORN LIFE INSURANCE COMPANY

Premiums$92K
Covered lives594
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SILVER BIRCH DISABILITY PLAN

Fully Insured - AMERICAN HERITAGE LIFE INSURANCE COMPANY

Premiums$76K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SILVER BIRCH LIVING 401(K) SAVINGS PLAN401k$749K4662025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SILVER BIRCH MEDICAL PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.5M3422025
502SILVER BIRCH ANCILLARY PLANFully InsuredDEARBORN LIFE INSURANCE COMPANY$92K5942025
505SILVER BIRCH DISABILITY PLANFully InsuredAMERICAN HERITAGE LIFE INSURANCE COMPANY$76K912024
Retirement plans
Welfare plans
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