PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CTC TRADING GROUP, LLC
Sponsor portfolio

CTC TRADING GROUP, LLC

EIN 27-3972658-investment banking-Latest filing 2025
Plans
2
Retirement
1
$352.4M assets
Welfare
1
$14.3M premiums
Participants
1,555
425 SOUTH FINANCIAL PLACE, 4TH FLOOR - CHICAGO, IL 60605312-863-8066LinkedIn201-500 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$352.4M - 911 part#501Fully Insured-$14.3M - 1,605 lives

Benefits portfolio analytics

1 plan / $14.3M premiums / 1,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.5M
  • Prescription drug$13.5M
  • Other$1.2M
  • Life$695K
  • Long-term disability$695K
  • Dental$456K
  • +1 more
Total $14.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Total $14.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ALLIANT INSURANCE SERVICES, INC.93%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • MESIROW INSURANCE SERVICES INC1%
Total $407K3 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

CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST

401k

Assets$352.4M
Participants911
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CTC TRADING GROUP, LLC EMPLOYEE BENEFIT PROGRAM

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$14.3M
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST401k$352.4M9112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CTC TRADING GROUP, LLC EMPLOYEE BENEFIT PROGRAMFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$14.3M1,6052025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica