Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.2M
- Prescription drug$2.8M
- Dental$373K
- Vision$373K
- Life$373K
- Short-term disability$373K
- +1 more
Sponsor portfolio
BEARING TREE INCORPORATED
EIN 83-2543436non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$3.2M premiums
Participants
457
300 SOUTH RIVERSIDE PLAZA, SUITE 1625 - CHICAGO, IL 60606217-528-8800bearingtree.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 485 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
100%top
- HGROUP BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BEARING TREE, INC. 401(K) PLAN
401k
Assets$6.8M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BEARING TREE INC
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$3.2M
Covered lives485
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BEARING TREE, INC. 401(K) PLAN | 401k | $6.8M | 220 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BEARING TREE INC | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $3.2M | 485 | 2025 |
Retirement plans
Welfare plans