# INSPIRA FINANCIAL TRUST, LLC HEALTH PLAN

Health and welfare plan sponsored by **INSPIRA FINANCIAL TRUST, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | INSPIRA FINANCIAL TRUST, LLC |
| EIN | 364400066 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | OAK BROOK, IL |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $22.1M |
| Participants | 1,423 |
| Persons covered | 2,570 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision, Indemnity |
| SUN LIFE FINANCIAL | Life, LTD, Other, STD |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | AETNA LIFE INSURANCE CO. |
| HUB INTERNATIONAL MIDWEST LIMITED | SUN LIFE ASSURANCE COMPANY OF CANADA |
| JAMES R NELLIGAN & ASSOCIATES LLC | SUN LIFE ASSURANCE COMPANY OF CANADA |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/364400066-501
- Cite as: PlanOptica, https://planoptica.com/welfare/364400066-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers