Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Dental$768K
- Vision$768K
- Life$768K
- Short-term disability$768K
- Long-term disability$768K
- +1 more
Sponsor portfolio
MONROE CAPITAL LLC
EIN 20-1790541financial servicesLatest filing 2025
Plans
2
Retirement
1
$41.4M assets
Welfare
1
$5.8M premiums
Participants
587
311 S WACKER DR STE 6400 - CHICAGO, IL 606066710312-258-8300monroecap.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 750 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- PRINCIPAL LIFE INSURANCE COMPANY13%
Broker market share
Schedule A broker compensation
90%top
- STUMM INSURANCE LLC90%
- CENTRO BENEFITS RESEARCH LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MONROE CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$41.4M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MONROE CAPITAL LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$5.8M
Covered lives750
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MONROE CAPITAL LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $41.4M | 275 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MONROE CAPITAL LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $5.8M | 750 | 2025 |
Retirement plans
Welfare plans