PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOYOLA UNIVERSITY OF CHICAGO
Sponsor portfolioTH

LOYOLA UNIVERSITY OF CHICAGO

EIN 36-1408475-Latest filing 2025
Plans
3
Retirement
2
$1.39B assets
Welfare
1
$2.8M premiums
Participants
15,269
820 N. MICHIGAN AVENUE, 8TH FLOOR - CHICAGO, IL 60611312-915-6175
Plans on this EIN
3 filings
#002403b-$1.23B - 8,672 part#333TraditionalDB-$153.7M - 3,084 part#529Mixed-$2.8M - 3,995 lives

Retirement portfolio analytics

2 plans aggregated / $1.39B assets / 11,756 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CONTRIBUTION RETIREMENT PLAN (#002)89%
  • EMPLOYEES' RETIREMENT PLAN (#333)11%
Total $1.39BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#002)8,672
  • EMPLOYEES' RETIREMENT PLAN (#333)3,084
Total 11,756Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 3,995 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$2.0M
  • Long-term disability$2.0M
  • Vision$273K
  • Dental$80K
Total $2.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • METROPOLITAN LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • CBIZ BENEFITS & INSURANCE SERVICES76%
  • MARSH & MCLENNAN AGENCY LLC24%
Total $622K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$1.23B
Participants8,672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

LOYOLA UNIVERSITY EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$153.7M
Participants3,084
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#529

LOYOLA UNIVERSITY OF CHICAGO HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives3,995
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN403b$1.23B8,6722024
333LOYOLA UNIVERSITY EMPLOYEES' RETIREMENT PLANTraditionalDB$153.7M3,0842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
529LOYOLA UNIVERSITY OF CHICAGO HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$2.8M3,9952025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica