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Sponsor portfolioWelfare / HealthEIN 45-3812777

SAVANT CAPITAL, LLC

d/b/a SAVANT WEALTH MANAGEMENT
190 BUCKLEY DRIVE · ROCKFORD, IL 611075839
8152270300
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$8.2M
No prior year
Persons covered
1,027
No prior year
Total participants
647
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.2M
SAVANT CAPITAL MANAGEMENT, LLC DBA SAVANT WEALTH MANAGEMENT HEALTH AND WELFARE PLAN
Mixed1,027 covered·3 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.9M32.3%
Dental$7.9M32.3%
Prescription drug$7.9M32.3%
Life$245K1.0%
Long-term disability$245K1.0%
Other$245K1.0%
Vision$49K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$7.9M96.4%111,027
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$245K3.0%11622
EYEMED VISION CARE
EIN 430949844
V
$49K0.6%11915

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCMIRAMAR, FLBLUECROSS BLUESHIELD OF ILLINOIS, UNUM LIFE INSURANCE COMPANY OF AMERICA, EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO.$316K$10K$326K100.0%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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