Plan Ledger DOL Form 5500 · updated monthly

Chai Trust Company, LLCbenefits

Chai Trust Company, LLC dba Equity Group Investments · CHICAGO, IL · plan year 2025

Broker compensation reported · 2025
$124,450

Chai Trust Company, LLC's benefits plans covered 117 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance brokers and agents were paid $124,450 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $1,064 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 27% from $170,750 in 2024.

Insurance contracts · 20255
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 109 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 121 covered
BLUECROSS BLUESHIELD OF ILLINOIS · healthpremiums n/a · 226 covered
VISION SERVICE PLAN · visionpremiums n/a · 99 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 47 covered
Brokers & agents paid · 20253
GCG FINANCIAL LLC$109,775 · incl $7,644 fees
ALERA GROUP, INC.$7,873 · incl $7,873 fees
GCG FINANCIAL, LLC$6,802
Also brokered by Gcg Financial LLC5
Start Early IL$284,639

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 364268733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.