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Sponsor portfolio

MEDINA HEALTH, LLC

EIN 87-0851644-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$4.2M premiums
Participants
366
444 E ROOSEVELT RD, SUITE 256 - LOMBARD, IL 60148708-890-7850LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$1.1M - 98 part#501Fully Insured-$4.2M - 564 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 564 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$690K
  • Vision$690K
  • Life$690K
  • Short-term disability$690K
  • Other$690K
Total $4.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • PRINCIPAL LIFE INSURANCE COMPANY16%
Total $4.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • CASTLE LAKE INSURANCE LLC88%
  • ASSUREDPARTNERS12%
  • ALLIANT INSURANCE SERVICES, INC.-0%
Total $259K3 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

MEDINA HEALTH 401(K) PLAN

401k

Assets$1.1M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDINA HEALTH

Fully Insured - BLUE CROSS AND BLUE SHIELD OF ILLINOIS

Premiums$4.2M
Covered lives564
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEDINA HEALTH 401(K) PLAN401k$1.1M982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDINA HEALTHFully InsuredBLUE CROSS AND BLUE SHIELD OF ILLINOIS$4.2M5642025
Retirement plans
Welfare plans
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