Form 5500 · Employee benefit plan · ROCKFORD, IL
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC of ROCKFORD, IL spreads its employee benefits across 3 insurance carriers, according to its Form 5500 Schedule A. 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 Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF ILLINOIS, covers 1,027 people.
Reported premium across the insured contracts is $8,162,852, with $316,419 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
LOCKTON COMPANIES, LLC is the broker of record on all 3 contracts.
3 carriers appear on the filing — BLUECROSS BLUESHIELD OF ILLINOIS, UNUM LIFE INSURANCE COMPANY OF AMERICA and EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. — with BLUECROSS BLUESHIELD OF ILLINOIS writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Dental | 1,027 | December | $7,868,961 | $286,653 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 622 | December | $244,845 | $24,484 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 915 | December | $49,046 | $5,282 |
More employer plans in Illinois — largest plans, brokers, carriers and renewal months.