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Sponsor portfolioWelfare / HealthEIN 99-1856619

GRANT THORNTON ADVISORS LLC

171 N. CLARK STREET · CHICAGO, IL 60601
3126028310
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$8.3M
No prior year
Persons covered
8,322
No prior year
Total participants
6,825
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #509$8.3M
GRANT THORNTON ADVISORS LLC HEALTH AND WELFARE BENEFITS PLAN
Mixed8,322 covered·10 carriers
Primary: BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.5M24.9%
Long-term disability$2.6M18.6%
Health$2.0M14.5%
Prescription drug$2.0M14.5%
Life$1.9M13.9%
Vision$1.1M7.9%
Stop-loss$790K5.6%

Carrier overview

9 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 341650967
LOth
$2.1M25.3%148,322
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.6M18.9%12156
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 751277524
LTDOth
$1.3M15.1%11744
WESTPORT INSURANCE CORPORATION
EIN 020311919
SL
$790K9.5%115,389
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LTD
$713K8.6%112,106
VISION SERVICE PLAN
EIN 200891619
V
$649K7.8%113,952
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
LTDOth
$635K7.6%11367
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
HRxVLOth
$463K5.6%1199
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$131K1.6%116,611

Broker overview

9 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILMETLIFE LEGAL PLANS, SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP., METROPOLITAN LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY$203K$19K$222K42.7%1
GBS INSURANCE AND FINANCIAL SERVICENEW YORK, NYBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$181K$0$181K34.8%1
GALLAGHER BENEFIT SERVICES, INC.WOODLAND HILLS, CAMETROPOLITAN LIFE INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$77K$140$77K14.9%1
THE LEADERS GROUP INCSUMMIT, NJMETROPOLITAN LIFE INSURANCE COMPANY$33K$0$33K6.4%1
GREGORY A MCROBERTSINDIANAPOLIS, INMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$0$4K$4K0.7%1
LIFETIME FINANCIAL GROWTH OF NO OHINEW YORK, NYBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$1K$0$1K0.3%1
GREGORY J. LOUGHCHARDON, OHBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$924$0$9240.2%1
PETER H HOOPISCHICAGO, ILMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$167$0$1670.0%1
DAVID A PEARRELAKE BLUFF, ILMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$30$0$300.0%1

History & trajectory

2 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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