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  2. SENIOR OPERATIONS LLC
Sponsor portfolioTH

SENIOR OPERATIONS LLC

EIN 94-2918781-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$399.3M assets
Welfare
1
$8.4M premiums
Participants
6,510
300 EAST DEVON AVENUE - BARTLETT, IL 60103630-540-5218
Plans on this EIN
3 filings
#003401k-$358.7M - 3,295 part#002TraditionalDB-$40.6M - 901 part#600Mixed-$8.4M - 3,703 lives

Retirement portfolio analytics

2 plans aggregated / $399.3M assets / 4,196 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • SHARING INVESTMENT PLAN (#003)90%
  • LLC RETIREMENT PLAN (#002)10%
Total $399.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING INVESTMENT PLAN (#003)3,295
  • LLC RETIREMENT PLAN (#002)901
Total 4,196Click row to drill in

Benefits portfolio analytics

1 plan / $8.4M premiums / 3,703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.2M
  • Prescription drug$6.2M
  • Other$2.0M
  • Life$1.6M
  • Long-term disability$1.6M
  • Vision$210K
Total $8.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA19%
  • AETNA LIFE INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $8.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • IMG0%
  • CHRISTA G AUFDEMBERG INC0%
  • MARIA SCHWARTZ0%
  • SANDRA SIMS0%
  • +2 more
Total $291K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SENIOR OPERATIONS LLC 401(K) PROFIT SHARING INVESTMENT PLAN

401k

Assets$358.7M
Participants3,295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SENIOR OPERATIONS LLC RETIREMENT PLAN

TraditionalDB

Assets$40.6M
Participants901
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#600

SENIOR OPERATIONS WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$8.4M
Covered lives3,703
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SENIOR OPERATIONS LLC 401(K) PROFIT SHARING INVESTMENT PLAN401k$358.7M3,2952024
002SENIOR OPERATIONS LLC RETIREMENT PLANTraditionalDB$40.6M9012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
600SENIOR OPERATIONS WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.4M3,7032024
Retirement plans
Welfare plans
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