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Sponsor portfolio

AMOUNT, INC.

EIN 83-3090819-financial services-Latest filing 2025
Plans
2
Retirement
1
$28.4M assets
Welfare
1
$2.0M premiums
Participants
373
222 N. LASALLE STREET, SUITE 1700 - CHICAGO, IL 60601872-762-0034amount.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$28.4M - 373 part#501Fully Insured-$2.0M - 0 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$133K
  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $52K1 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

AMOUNT 401(K) PLAN

401k

Assets$28.4M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMOUNT, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.0M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMOUNT 401(K) PLAN401k$28.4M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMOUNT, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.0M02025
Retirement plans
Welfare plans
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