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Sponsor portfolio

HARRISON STREET REAL ESTATE CAPITAL, LLC

EIN 20-3677351-Latest filing 2025
Plans
2
Retirement
1
$49.8M assets
Welfare
1
$5.3M premiums
Participants
560
217 N SANGAMON STE 700 - CHICAGO, IL 60607847-647-5537
Plans on this EIN
2 filings
#001401k-$49.8M - 313 part#501Mixed-$5.3M - 504 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 504 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Other$456K
  • Dental$430K
  • Vision$334K
  • Life$334K
  • Long-term disability$66K
Total $5.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $5.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • HUB INTERNATIONAL MIDWEST LIMITED56%
  • LASALLE BENEFITS LLC44%
Total $210K2 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

HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN

401k

Assets$49.8M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HARRISON STREET REAL ESTATE CAPITAL LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$5.3M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN401k$49.8M3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HARRISON STREET REAL ESTATE CAPITAL LLC HEALTH & WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$5.3M5042025
Retirement plans
Welfare plans
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