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Sponsor portfolioTH

HARRIS ASSOCIATES L.P.

EIN 04-3276558-Latest filing 2025
Plans
2
Retirement
1
$209.1M assets
Welfare
1
$5.2M premiums
Participants
575
111 SOUTH WACKER DRIVE, SUITE 4600 - CHICAGO, IL 60606312-646-3600LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$209.1M - 351 part#501Mixed-$5.2M - 603 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 603 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Prescription drug$4.6M
  • Other$539K
  • Dental$528K
  • Life$528K
  • Long-term disability$528K
  • +1 more
Total $5.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
  • VISION SERVICE PLAN1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $5.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $200K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HARRIS ASSOCIATES L.P. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$209.1M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARRIS ASSOCIATES L.P. WELFARE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$5.2M
Covered lives603
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARRIS ASSOCIATES L.P. PROFIT SHARING AND SAVINGS PLAN401k$209.1M3512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARRIS ASSOCIATES L.P. WELFARE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$5.2M6032025
Retirement plans
Welfare plans
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