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Sponsor portfolio

MAGNETAR CAPITAL LLC

EIN 20-2079434-Latest filing 2025
Plans
2
Retirement
1
$85.4M assets
Welfare
1
$839K premiums
Participants
532
1603 ORRINGTON AVENUE, 13TH FLOOR - EVANSTON, IL 60201847-905-4400
Plans on this EIN
2 filings
#001401k-$85.4M - 321 part#501Mixed-$839K - 668 lives

Benefits portfolio analytics

1 plan / $839K premiums / 668 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$704K
  • Other$52K
  • Long-term disability$44K
  • Vision$40K
  • Life$23K
Total $839K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • METROPOLITAN LIFE INSURANCE COMPANY85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • VISION SERVICE PLAN5%
Total $839K3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • HUB INTERNATIONAL MIDWEST LIMITED51%
  • JAMES R NELLIGAN & ASSOCIATES LLC49%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $81K3 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

MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN

401k

Assets$85.4M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MAGNETAR CAPITAL LLC HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$839K
Covered lives668
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAGNETAR CAPITAL LLC PROFIT SHARING AND 401(K) PLAN401k$85.4M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MAGNETAR CAPITAL LLC HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$839K6682025
Retirement plans
Welfare plans
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