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Sponsor portfolioTH

UNIVERSITY CLUB OF CHICAGO

EIN 36-1901470-Latest filing 2025
Plans
3
Retirement
2
$15.6M assets
Welfare
1
$2.4M premiums
Participants
463
76 EAST MONROE STREET - CHICAGO, IL 60603312-696-2269
Plans on this EIN
3 filings
#002401k-$14.8M - 244 part#001CashBalance-$886K - 24 part#504Fully Insured-$2.4M - 280 lives

Retirement portfolio analytics

2 plans aggregated / $15.6M assets / 268 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • CHICAGO 401(K) Savings (#002)94%
  • CASH BALANCE PLAN (#001)6%
Total $15.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHICAGO 401(K) Savings (#002)244
  • CASH BALANCE PLAN (#001)24
Total 268Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Vision$121K
  • Life$121K
  • Long-term disability$121K
  • Other$121K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DEARBORN LIFE INSURANCE COMPANY5%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • HUB INTERNATIONAL MIDWEST LIMITED96%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
Total $109K2 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

UNIVERSITY CLUB OF CHICAGO 401(K) SAVINGS PLAN

401k

Assets$14.8M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UNIVERSITY CLUB OF CHICAGO CASH BALANCE PLAN

CashBalance

Assets$886K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

UNIVERSITY CLUB OF CHICAGO HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.4M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UNIVERSITY CLUB OF CHICAGO 401(K) SAVINGS PLAN401k$14.8M2442024
001UNIVERSITY CLUB OF CHICAGO CASH BALANCE PLANCashBalance$886K242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504UNIVERSITY CLUB OF CHICAGO HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.4M2802025
Retirement plans
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