Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KROESCHELL, INC.
EIN 36-1343970constructionLatest filing 2025
Plans
3
Retirement
2
$32.4M assets
Welfare
1
$1.6M premiums
Participants
497
3222 NORTH KENNICOTT - ARLINGTON HEIGHTS, IL 60004312-649-3592kroeschell.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.4M assets / 394 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.6M premiums / 164 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$73K
- Life$73K
- Short-term disability$73K
- Long-term disability$73K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- DEARBORN LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KROESCHELL, INC. CONTRIBUTORY PROFIT SHARING/401(K) PLAN
401k
Assets$24.1M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$8.3M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KROESCHELL, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$1.6M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KROESCHELL, INC. CONTRIBUTORY PROFIT SHARING/401(K) PLAN | 401k | $24.1M | 296 | 2024 | |
| 002 | KROESCHELL, INC. AMENDED AND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $8.3M | 98 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KROESCHELL, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $1.6M | 164 | 2025 |
Retirement plans
Welfare plans