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Sponsor portfolioWelfare / HealthEIN 39-0859910

BAKER TILLY ADVISORY GROUP, LP

205 N. MICHIGAN AVENUE · CHICAGO, IL 60601
5703193717
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$14.0M
No prior year
Persons covered
6,537
No prior year
Total participants
7,029
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$14.0M
BAKER TILLY GROUP INSURANCE PLAN
Fully insured6,537 covered·6 carriers
Primary: DELTA DENTAL OF WISCONSIN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.2M28.3%
Prescription drug$6.2M28.3%
Dental$4.1M18.8%
Other$1.9M8.8%
Life$1.6M7.5%
Long-term disability$1.2M5.4%
Vision$618K2.8%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$4.1M29.3%115,558
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$3.2M22.9%13318
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$3.1M22.2%156,537
QUARTZ HEALTH BENEFIT PLANS CORPORATION
EIN 391450766
HRx
$1.6M11.7%11261
DEAN HEALTH PLAN INC
EIN 391535024
HRx
$1.3M9.5%11262
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$618K4.4%114,997

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
AON CONSULTING INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY, DEAN HEALTH PLAN$158K$30K$188K54.6%1
BAKER TILLY VANTAGEN, LLCCLARKS SUMMIT, PAKAISER FOUNDATION HEALTH PLAN INC$156K$0$156K45.4%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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