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Sponsor portfolio

CROSSVUE

EIN 83-4390444-management consulting-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$455K premiums
Participants
519
1 EAST ERIE STREET SUITE 525-4935 - CHICAGO, IL 60611703-405-8121crossvue.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$26.1M - 318 part#501Mixed-$455K - 227 lives

Benefits portfolio analytics

1 plan / $455K premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$216K
  • Vision$216K
  • Other$94K
  • Short-term disability$81K
  • Long-term disability$63K
  • Life$12K
Total $455K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY52%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA48%
Total $455K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HODGE HART & SCHLEIFER INC100%
Total $32K1 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

CROSSVUE, LLC 401(K) PLAN

401k

Assets$26.1M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CROSSVUE WRAP WELFARE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$455K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CROSSVUE, LLC 401(K) PLAN401k$26.1M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CROSSVUE WRAP WELFARE BENEFIT PLANMixedGUARDIAN$455K2272025
Retirement plans
Welfare plans
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