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Sponsor portfolio

OCTOBER THREE MANAGEMENT SERVICES, INC.

EIN 27-1503891-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$27.1M assets
Welfare
1
$2.7M premiums
Participants
653
233 S. WACKER DRIVE, STE. 8350 - CHICAGO, IL 60606312-878-2440
Plans on this EIN
3 filings
#001401k-$26.2M - 245 part#002CashBalance-$987K - 192 part#501Fully Insured-$2.7M - 348 lives

Retirement portfolio analytics

2 plans aggregated / $27.1M assets / 437 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • INC. RETIREMENT TRUST (#001)96%
  • THREE PRIME PLAN (#002)4%
Total $27.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT TRUST (#001)245
  • THREE PRIME PLAN (#002)192
Total 437Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
  • Other$222K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $132K1 slice

Plan deep-dives

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

OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST

401k

Assets$26.2M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OCTOBER THREE PRIME PLAN

CashBalance

Assets$987K
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OCTOBER THREE MANAGEMENT SERVICES INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.7M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST401k$26.2M2452025
002OCTOBER THREE PRIME PLANCashBalance$987K1922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OCTOBER THREE MANAGEMENT SERVICES INC. HEALTH AND WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.7M3482025
Retirement plans
Welfare plans
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