PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ADDISON GROUP

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-4714798

ADDISON GROUP

225 W RANDOLPH, SUITE 1900 · CHICAGO, IL 60606
3124240300
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
1,983
No prior year
Total participants
1,636
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.0M
ADDISON GROUP HEALTH AND WELFARE BENEFIT PLAN
Mixed1,983 covered·9 carriers
Primary: DELTA DENTAL OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$1.4M23.3%
Life$1.2M20.2%
Health$1.1M17.6%
Long-term disability$1.0M16.8%
Other$1.0M16.8%
Vision$322K5.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 362612058
D
$1.4M35.1%111,983
KAISER FOUNDATION HEALTH PLAN INC
EIN 910511770
H
$1.1M26.4%1651
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$1.0M25.3%111,579
VISION SERVICE PLAN
EIN 200891619
V
$322K8.1%111,632
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
L
$203K5.1%11313

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCLOS ANGELES, CAKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC., VISION SERVICE PLAN, AMERICAN HERITAGE LIFE INSURANCE COMPANY, DELTA DENTAL OF ILLINOIS, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$485K$127K$612K99.4%1
IBENEFIT COMMUNICATION LLCCHARLOTTE, NCAMERICAN HERITAGE LIFE INSURANCE COMPANY$4K$0$4K0.6%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica