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Sponsor portfolio

FOLLETT CONTENT SOLUTIONS, LLC

EIN 87-2968865-primary/secondary education-Latest filing 2024
Plans
2
Retirement
1
$85.5M assets
Welfare
1
$281K premiums
Participants
1,271
1340 RIDGEVIEW DRIVE - MCHENRY, IL 60050708-884-5000follettcontent.comLinkedIn1-10 employeesprimary/secondary education
Plans on this EIN
2 filings
#001401k-$85.5M - 771 part#501Mixed-$281K - 618 lives

Benefits portfolio analytics

1 plan / $281K premiums / 618 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$229K
  • Long-term disability$229K
  • Other$229K
  • Vision$42K
  • Health$9K
  • Dental$9K
Total $281K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
  • VISION SERVICE PLAN15%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
Total $281K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 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

FOLLETT CONTENT SOLUTIONS, LLC RETIREMENT SAVINGS PLAN

401k

Assets$85.5M
Participants771
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOLLETT CONTENT LLC HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$281K
Covered lives618
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOLLETT CONTENT SOLUTIONS, LLC RETIREMENT SAVINGS PLAN401k$85.5M7712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOLLETT CONTENT LLC HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$281K6182024
Retirement plans
Welfare plans
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