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  1. Companies/
  2. THE PARTNER COMPANIES, LLC.
Sponsor portfolio

THE PARTNER COMPANIES, LLC.

EIN 85-2379191-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$30.0M assets
Welfare
1
$5.4M premiums
Participants
1,155
155 N WACKER DR #4670 - CHICAGO, IL 60606312-883-7266thepartnercos.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$30.0M - 676 part#501Fully Insured-$5.4M - 552 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 552 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Vision$3.8M
  • Dental$3.5M
  • Life$127K
  • Long-term disability$76K
  • Short-term disability$59K
  • +1 more
Total $5.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNITEDHEALTHCARE INSURANCE COMPANY65%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • BLUE CROSS OF CALIFORNIA10%
  • SHARP HEALTH PLAN6%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • +3 more
Total $5.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MARSH & MCLENNAN AGENCY LLC93%
  • EDGEWOOD PARTNERS INSURANCE CENTER4%
  • ASD INSURANCE AND FINANCIAL SERVICE3%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $275K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE PARTNER COMPANIES 401(K) PLAN

401k

Assets$30.0M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE PARTNER COMPANIES, LLC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.4M
Covered lives552
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PARTNER COMPANIES 401(K) PLAN401k$30.0M6762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE PARTNER COMPANIES, LLC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.4M5522025
Retirement plans
Welfare plans
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