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Sponsor portfolioWelfare / HealthEIN 36-4057568

INDIVIDUAL ADVOCACY GROUP

1289 WINDHAM PARKWAY · ROMEOVILLE, IL 60446
6307590201
Plans filed
1
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$82K
No prior year
Persons covered
464
No prior year
Total participants
464
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$82K
INDIVIDUAL ADVOCACY GROUP HEALTH AND WELFARE PLAN
Mixed464 covered·2 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$65K30.5%
Long-term disability$65K30.5%
Other$65K30.5%
Vision$18K8.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$65K78.5%11464
EYEMED VISION CARE
EIN 430949844
V
$18K21.5%11354

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$9K$4K$13K100.0%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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