Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.2M
- Dental$11.2M
- Prescription drug$11.2M
- Other$333K
- Short-term disability$332K
- Life$269K
- +2 more
Sponsor portfolio
BROWN & JOSEPH, LLC
EIN 82-4103407Latest filing 2025
Plans
3
Retirement
1
$46.4M assets
Welfare
2
$12.1M premiums
Participants
3,270
ONE PIERCE PLACE, SUITE 700W - ITASCA, IL 60143847-621-6179
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $12.1M premiums / 1,788 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- LIFE INSURANCE COMPANY OF NORTH AMERICA7%
- DEARBORN LIFE INSURANCE COMPANY1%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Broker market share
Schedule A broker compensation
99%top
- STUMM INSURANCE LLC99%
- EDGEWOOD PARTNERS INSURANCE CENTER1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ARMSTRONG 401(K) PLAN
401k
Assets$46.4M
Participants1,740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BROWN & JOSEPH, LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$12.1M
Covered lives1,788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525
BROWN & JOSEPH LLC FLEXIBLE COMPENSATION PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ARMSTRONG 401(K) PLAN | 401k | $46.4M | 1,740 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | BROWN & JOSEPH, LLC HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $12.1M | 1,788 | 2025 | |
| 525 | BROWN & JOSEPH LLC FLEXIBLE COMPENSATION PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans