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  2. October Three Management Services, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

October Three Management Services, Inc.

EIN 27-1503891-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$28.3M assets
Health & Benefits
1
$2.7M premiums
Participants
682
233 S. WACKER DRIVE, STE. 8350 - CHICAGO, IL 606066367312-878-2440
Plans on this EIN
3 filings
#001401(k)-$26.2M - 245 part#002Cash balance-$2.2M - 221 part#501Fully insured-$2.7M - 348 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $28.3M assets / 466 participants

Assets by plan

Share of aggregate retirement assets

  • INC. RETIREMENT TRUST (#001)$26.2M
  • THREE PRIME PLAN (#002)$2.2M
Total $28.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT TRUST (#001)245
  • THREE PRIME PLAN (#002)221
Total 466Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST

401(k)

Assets$26.2M
Participants245
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

OCTOBER THREE PRIME PLAN

Cash balance

Assets$2.2M
Participants221
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OCTOBER THREE MANAGEMENT SERVICES INC. HEALTH AND WELFARE PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.7M
Covered lives348
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST401(k)$26.2M2452025
#002OCTOBER THREE PRIME PLANCash balance$2.2M2212025
  • OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST$26.2M
    #001 · 401(k) · 2025245
  • OCTOBER THREE PRIME PLAN$2.2M
    #002 · Cash balance · 2025221

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501OCTOBER THREE MANAGEMENT SERVICES INC. HEALTH AND WELFARE PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$2.7M3482025
  • OCTOBER THREE MANAGEMENT SERVICES INC. HEALTH AND WELFARE PLAN$2.7M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025348
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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