Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HARRISON LLP
EIN 32-0077509Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$41.7M assets
Welfare
1
$1.8M premiums
Participants
399
333 W WACKER DR, STE 1700 - CHICAGO, IL 60606312-332-1111
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $41.7M assets / 219 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 176 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Other$211K
- Life$185K
- Short-term disability$185K
- Long-term disability$185K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
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 LLP 401(K) AND PROFIT SHARING PLAN
401k
Assets$41.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HARRISON & HELD CASH BALANCE PENSION PLAN
CashBalance
Assets$28K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HARRISON LLP HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.8M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HARRISON LLP 401(K) AND PROFIT SHARING PLAN | 401k | $41.7M | 219 | 2024 | |
| 002 | HARRISON & HELD CASH BALANCE PENSION PLAN | CashBalance | $28K | 0 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HARRISON LLP HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.8M | 176 | 2024 |
Retirement plans
Welfare plans