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Sponsor portfolioWelfare / HealthEIN 36-2535895

NEAR NORTH MONTESSORI SCHOOL

1434 W DIVISION STREET · CHICAGO, IL 60642
7733841434
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$153K
No prior year
Persons covered
132
No prior year
Total participants
133
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$153K
NEAR NORTH MONTESSORI SCHOOL BENEFITS PLAN
Mixed132 covered·2 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$143K19.7%
Life$143K19.7%
Short-term disability$143K19.7%
Long-term disability$143K19.7%
Other$143K19.7%
Vision$10K1.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DLSTDLTDOth
$143K93.2%11132
VISION SERVICE PLAN
EIN 200891619
V
$10K6.8%1178

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCORLAND PARK, ILVSP VISION CARE, UNITED OF OMAHA LIFE INSURANCE COMPANY$12K$0$12K59.9%1
THE HORTON GROUPORLAND PARK, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$1K$7K$8K40.1%1

History & trajectory

10 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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