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Sponsor portfolioWelfare / HealthEIN 82-3479583

SILVER BIRCH SERVICES LLC

151 N FRANKLIN ST, SUITE 300 · CHICAGO, IL 60606
3125508436
Plans filed
5
Years active
2020–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
936
No prior year
Total participants
755
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$2.5M
SILVER BIRCH MEDICAL PLAN
Fully insured342 covered·1 carrier
Primary: BLUECROSS BLUESHIELD OF ILLINOIS
Plan #502$92K
SILVER BIRCH ANCILLARY PLAN
Fully insured594 covered·1 carrier
Primary: DEARBORN LIFE INSURANCE COMPANY
Plan #505$76K
SILVER BIRCH DISABILITY PLAN
Fully insured91 covered·1 carrier
Primary: AMERICAN HERITAGE LIFE INSURANCE COMPANY
Plan #503$17K
SILVER BIRCH VISION PLAN
Fully insured69 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #504$16K
SILVER BIRCH ACCIDENT PLAN
Fully insured65 covered·1 carrier
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.5M46.6%
Dental$2.5M46.6%
Vision$92K1.7%
Life$92K1.7%
Long-term disability$92K1.7%
Other$92K1.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HD
$2.5M96.4%11342
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
VLLTDOth
$92K3.6%11594

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLC—BLUECROSS BLUESHIELD OF ILLINOIS, DEARBORN LIFE INSURANCE COMPANY$132K$6K$138K100.0%2

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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