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Sponsor portfolio

DOCTORS DATA, INC.

EIN 93-0941625-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$1.6M premiums
Participants
315
3755 ILLINOIS AVENUE - ST. CHARLES, IL 60174630-485-7189LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.8M - 178 part#502Fully Insured-$1.6M - 153 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$80K
  • Other$55K
  • Life$39K
  • Long-term disability$15K
  • Vision$10K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • DEARBORN LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MICHAEL SMITH87%
  • SMITH, MICHAEL A12%
  • CROWN RISK MANAGEMENT, LLC1%
Total $74K3 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

DOCTOR'S DATA INC. PROFIT SHARING PLAN

401k

Assets$9.8M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DOCTOR'S DATA, INC. WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOCTOR'S DATA INC. PROFIT SHARING PLAN401k$9.8M1782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DOCTOR'S DATA, INC. WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.6M1532025
Retirement plans
Welfare plans
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