Form 5500 · Employee benefit plan · ROCKFORD, IL
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC of ROCKFORD, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through BLUECROSS BLUESHIELD OF ILLINOIS and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3812777 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Dental | 1,027 | December | $286,653 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 622 | December | $24,484 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 915 | December | $5,282 |
Questions
Who is SAVANT CAPITAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SAVANT CAPITAL, LLC's broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does SAVANT CAPITAL, LLC use?
SAVANT CAPITAL, LLC's benefit plan is written through BLUECROSS BLUESHIELD OF ILLINOIS, among 3 disclosed carriers.
When does SAVANT CAPITAL, LLC's group plan renew?
The most recent Schedule A policy period for SAVANT CAPITAL, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAVANT CAPITAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.