Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $50.7M assets / 341 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $2.2M premiums / 219 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Cash balance
Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HARRISON LLP 401(K) AND PROFIT SHARING PLAN | 401(k) | $46.5M | 250 | 2025 |
| #003 | HARRISON LLP CASH BALANCE PLAN | Cash balance | $4.1M | 91 | 2025 |
| #002 | HARRISON & HELD CASH BALANCE PENSION PLAN | Cash balance | $28K | 0 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HARRISON LLP HEALTH AND WELFARE PLAN | Fully insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.2M | 219 | 2025 |