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Form 5500 · Employee benefit plan · CHICAGO, IL

THE PARTNER COMPANIES, LLC.

The filing calls this plan THE PARTNER COMPANIES, LLC WELFARE BENEFIT PLAN.

THE PARTNER COMPANIES, LLC. of CHICAGO, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-2379191 · plan 501 · plan year 2025, filed Jul 24, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

2,668 other employer plans in Illinois have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
557
Active at start of year
552
Active at end of year
475
Disclosed commissions
$133,176
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY179 of 557 participants (32%) on the largest contract
Dentalinsured — UNITEDHEALTHCARE INSURANCE COMPANY179 of 557 participants (32%) on the largest contract
Visioninsured — UNITEDHEALTHCARE INSURANCE COMPANY179 of 557 participants (32%) on the largest contract
Lifeinsured — ANTHEM LIFE INSURANCE COMPANY552 of 557 participants (99%)
Disabilityinsured — ANTHEM LIFE INSURANCE COMPANY370 of 557 participants (66%) on the largest contract

Also declared: death benefits, other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 13 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 179 people.

Reported premium across the insured contracts is $5,363,215, with $133,176 in disclosed broker commissions — about 2.5% of premium.

The health contract's policy period ended in December, while at least one ancillary line's policy period ended in February. The plan is on a split renewal cycle.

MARSH & MCLENNAN AGENCY LLC is the broker of record on 8 of the 13 contracts; the rest name a different broker or none.

8 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF ILLINOIS, KAISER FOUNDATION HEALTH PLAN, INC. and SHARP HEALTH PLAN. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental, Vision179Jan 1, 2026$3,481,167$50,303
BLUECROSS BLUESHIELD OF ILLINOISHealth56Mar 1, 2025$550,004$24,578
KAISER FOUNDATION HEALTH PLAN, INC.Health47Jan 1, 2026$476,047$14,333
ANTHEM LIFE INSURANCE COMPANYLife552Jan 1, 2026$127,265$12,467
SHARP HEALTH PLANHealth, Vision79Jan 1, 2026$330,042$9,901
ANTHEM LIFE INSURANCE COMPANYDisability370Jan 1, 2026$71,674$6,683
KAISER FOUNDATION HEALTH PLAN, INC.Health30Jan 1, 2026$229,940$5,640
ANTHEM LIFE INSURANCE COMPANYDisability192Jan 1, 2026$59,245$5,167
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA—11Jan 1, 2026$6,133$1,227
MEDIEXCEL HEALTH PLANHealth7Jan 1, 2026$23,025$1,226
STANDARD INSURANCE COMPANYHealth7Jan 1, 2026$3,951$1,167
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental, Disability35Mar 1, 2025$4,722$484
ANTHEM LIFE INSURANCE COMPANY—552Jan 1, 2026—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

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