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Sponsor portfolioWelfare / HealthEIN 36-1570375

BANKFINANCIAL NA

6415 W 95TH STREET · CHICAGO RIDGE, IL 60415
6304255692
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
235
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$2.6M
BANKFINANCIAL EMPLOYEE BENEFIT PROGRAM
Mixed235 covered·6 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Prescription drug$2.2M71.7%
Other$212K6.8%
Life$187K6.0%
Short-term disability$187K6.0%
Long-term disability$187K6.0%
Dental$95K3.0%
Vision$15K0.5%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
Rx
$2.2M87.4%11235
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$189K7.4%12204
DELTA DENTAL OF CALIFORNIA
EIN 362612058
D
$80K3.1%1196
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
Oth
$23K0.9%1144
VISION SERVICE PLAN
EIN 200891619
V
$15K0.6%11143
ALPHA DENTAL PROGRAMS, INC.
EIN 742447512
D
$14K0.6%1174

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CAGUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF ILLINOIS, BLUECROSS BLUESHIELD OF ILLINOIS, VISION SERVICE PLAN$67K$13K$79K88.3%1
JAMES R NELLIGAN & ASSOCIATES LLCBELMAR, NJGUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA$10K$0$10K11.7%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
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