PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. BROWN & JOSEPH, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 82-4103407

BROWN & JOSEPH, LLC

ONE PIERCE PLACE, SUITE 700W · ITASCA, IL 60143
8476216179
Plans filed
6
Years active
2021–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$12.1M
No prior year
Persons covered
1,788
No prior year
Total participants
1,530
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #505$12.1M
BROWN & JOSEPH, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured1,788 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF ILLINOIS
Plan #501$61K
BROWN & JOSEPH, LLC WELFARE BENEFIT PLAN
Fully insured534 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$34K
BROWN & JOSEPH, LLC SHORT TERM DISABILITY PLAN
Fully insured149 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$29K
BROWN & JOSEPH, LLC LONG TERM DISABILITY PLAN
Fully insured150 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #502$9K
BROWN & JOSEPH, LLC AD&D PLAN
Fully insured510 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #525$0
BROWN & JOSEPH LLC FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$11.2M32.2%
Dental$11.2M32.2%
Prescription drug$11.2M32.2%
Other$333K1.0%
Short-term disability$332K1.0%
Life$269K0.8%
Long-term disability$210K0.6%
Vision$91K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRxD
$11.2M92.3%111,664
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LSTDLTDOth
$815K6.7%151,788
DEARBORN LIFE INSURANCE COMPANY
EIN 362598882
V
$91K0.8%11932
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK
EIN 132556568
STDOth
$30K0.2%11102

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STUMM INSURANCE LLCCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA, DEARBORN LIFE INSURANCE COMPANY, NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK, BLUECROSS BLUESHIELD OF ILLINOIS$480K$3K$483K99.4%1
EDGEWOOD PARTNERS INSURANCE CENTERCHICAGO, ILLIFE INSURANCE COMPANY OF NORTH AMERICA$0$3K$3K0.6%1

History & trajectory

5 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica