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Sponsor portfolio

CA SENIOR MANAGEMENT LLC

EIN 83-1894236-Real Estate and Rental and Leasing-Latest filing 2024
Plans
3
Retirement
1
$4.7M assets
Welfare
2
$3.3M premiums
Participants
1,954
8 E.HURON ST - CHICAGO, IL 60611720-712-8008
Plans on this EIN
3 filings
#001401k-$4.7M - 1,844 part#505Mixed-$3.3M - 367 lives#504Unknown-0 lives

Benefits portfolio analytics

2 plans / $3.3M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Life$562K
  • Short-term disability$562K
  • Long-term disability$562K
  • Other$562K
Total $3.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $3.3M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $169K1 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

ANTHOLOGY SENIOR LIVING 401(K) PLAN

401k

Assets$4.7M
Participants1,844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

ANTHOLOGY SENIOR LIVING WRAP WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ANTHOLOGY SENIOR LIVING CAFETERIA PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANTHOLOGY SENIOR LIVING 401(K) PLAN401k$4.7M1,8442024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505ANTHOLOGY SENIOR LIVING WRAP WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.3M3672024
504ANTHOLOGY SENIOR LIVING CAFETERIA PLANUnknown-$002024
Retirement plans
Welfare plans
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