Form 5500 · Employee benefit plan · CHICAGO, IL
BAKER TILLY ADVISORY GROUP, LP
BAKER TILLY ADVISORY GROUP, LP of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BAKER TILLY VANTAGEN, LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0859910 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 318 | December | $106,322 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,175 | December | $83,261 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 149 | December | $49,937 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 713 | December | $41,018 |
| DEAN HEALTH PLAN | Health | 262 | December | $23,928 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 2,299 | December | $10,064 |
| WYSSTA INSURANCE COMPANY INC | Vision | 4,997 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 6,420 | December | $0 |
| DELTA DENTAL OF WISCONSIN | Dental | 5,558 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC | Health | 7 | December | $0 |
| QUARTZ HEALTH BENEFIT PLANS CORPORATION | Health | 261 | December | $0 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 6,537 | December | $0 |
Questions
Who is BAKER TILLY ADVISORY GROUP, LP's benefits broker?
Per its most recent Form 5500 Schedule A, BAKER TILLY ADVISORY GROUP, LP's broker of record is BAKER TILLY VANTAGEN, LLC.
What insurance carrier does BAKER TILLY ADVISORY GROUP, LP use?
BAKER TILLY ADVISORY GROUP, LP's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 12 disclosed carriers.
When does BAKER TILLY ADVISORY GROUP, LP's group plan renew?
The most recent Schedule A policy period for BAKER TILLY ADVISORY GROUP, LP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BAKER TILLY ADVISORY GROUP, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.