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Sponsor portfolioWelfare / HealthEIN 36-4268733

CHAI TRUST COMPANY, LLC

TWO NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606
3124663343
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$2.7M
No prior year
Persons covered
226
No prior year
Total participants
123
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.7M
CHAI TRUST COMPANY, LLC DBA EQUITY GROUP INVESTMENTS
Fully insured226 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.3M73.4%
Other$342K10.8%
Life$166K5.2%
Long-term disability$166K5.2%
Dental$145K4.6%
Vision$21K0.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$2.3M86.5%11226
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$197K7.3%12121
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DOth
$145K5.4%11109
VISION SERVICE PLAN
EIN 200891619
V
$21K0.8%1199

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GCG FINANCIAL LLCDEERFIELD, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF ILLINOIS$109K$16K$124K100.0%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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