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Sponsor portfolioWelfare / HealthEIN 45-4712450

41 MANAGEMENT, DBA ENCORE SENIOR LIVING

230 W. MONROE ST · CHICAGO, IL 60606
3124624462
Plans filed
4
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$4.2M
No prior year
Persons covered
855
No prior year
Total participants
868
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$4.2M
41 MANAGEMENT, DBA ENCORE SENIOR LIVING EMPLOYEE BENEFITS PLAN
Fully insured855 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF ILLINOIS
Plan #502$1.6M
41 MANAGEMENT, DBA ENCORE SENIOR LIVING HEALTH PLAN
Fully insured7 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #503$141K
41 MANAGEMENT, DBA ENCORE SENIOR LIVING DENTAL PLAN
Fully insured209 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #504$57K
41 MANAGEMENT, DBA ENCORE SENIOR LIVING LIFE PLAN
Fully insured779 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M81.4%
Dental$185K3.9%
Vision$185K3.9%
Life$131K2.7%
Short-term disability$131K2.7%
Long-term disability$131K2.7%
Other$131K2.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$3.9M92.5%11378
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DV
$185K4.4%11392
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$131K3.1%11855

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WIGUARDIAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF ILLINOIS$102K$9K$111K97.4%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILGUARDIAN$3K$0$3K2.4%1
THIRD COAST ADVISORS INC—GUARDIAN$238$0$2380.2%1

History & trajectory

6 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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