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Sponsor portfolioWelfare / HealthEIN 22-2648492
INVESTORTOOLS, INC.
2135 CITY GATE LN · NAPERVILLE, IL 60563
6305530040
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
292
No prior year
Total participants
146
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.0M | 78.0% | |
| Dental | $130K | 5.2% | |
| Other | $106K | 4.2% | |
| Life | $101K | 4.0% | |
| Short-term disability | $101K | 4.0% | |
| Long-term disability | $101K | 4.0% | |
| Vision | $13K | 0.5% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $2.0M | 88.7% | 1 | 1 | 292 |
EIN 362612058 | D | $130K | 5.9% | 1 | 1 | 115 |
EIN 135123390 | LSTDLTDOth | $101K | 4.6% | 1 | 1 | 141 |
EIN 430949844 | V | $13K | 0.6% | 1 | 1 | 214 |
EIN 750956156 | Oth | $5K | 0.2% | 1 | 1 | 6 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| GCG FINANCIAL LLC | DOWNERS GROVE, IL | DELTA DENTAL OF ILLINOIS, GUARDIAN, BLUECROSS BLUESHIELD OF ILLINOIS, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO | $100K | $7K | $107K | 99.8% | 1 |
| J MANNING AND ASSOCIATES | CHICAGO, IL | LIFESECURE INSURANCE COMPANY | $52 | $0 | $52 | 0.0% | 1 |
| SPECIALTY PLANNERS, INC. | FORT MYERS, FL | LIFESECURE INSURANCE COMPANY | $40 | $0 | $40 | 0.0% | 1 |
| DS&P INS SERVICES INC. | SCHAUMBURG, IL | LIFESECURE INSURANCE COMPANY | $37 | $0 | $37 | 0.0% | 1 |
| JERRY MANNING | CHICAGO, IL | LIFESECURE INSURANCE COMPANY | $28 | $0 | $28 | 0.0% | 1 |
| LTCI PARTNERS LLC | WILMINGTON, DE | LIFESECURE INSURANCE COMPANY | $28 | $0 | $28 | 0.0% | 1 |
History & trajectory
5 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