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Sponsor portfolioTH

MARQUETTE BANK

EIN 36-2031498-banking-Latest filing 2025
Plans
3
Retirement
2
$59.3M assets
Welfare
1
$4.1M premiums
Participants
1,084
9533 W 143RD ST - ORLAND PARK, IL 604622982708-873-3553emarquettebank.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#003401k-$51.1M - 432 part#004ESOP-$8.2M - 336 part#501Fully Insured-$4.1M - 352 lives

Retirement portfolio analytics

2 plans aggregated / $59.3M assets / 768 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • & RETIREMENT PLAN (#003)86%
  • EMPLOYEE STOCK OWNERSHIP (#004)14%
Total $59.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#003)432
  • EMPLOYEE STOCK OWNERSHIP (#004)336
Total 768Click row to drill in

Benefits portfolio analytics

1 plan / $4.1M premiums / 352 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$179K
  • Short-term disability$152K
  • Long-term disability$152K
  • Life$125K
  • Vision$25K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA4%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • DEARBORN LIFE INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $4.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • RICHARD RUSCITTI81%
  • ASSUREDPARTNERS13%
  • ACRISURE LLC4%
  • AP BENEFIT ADVISORS, LLC2%
Total $195K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MARQUETTE BANK EMPLOYEE SAVINGS & RETIREMENT PLAN

401k

Assets$51.1M
Participants432
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MARQUETTE BANK EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.2M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARQUETTE BANK HOSPITALIZATION PLAN FOR EMPLOYEE

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.1M
Covered lives352
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MARQUETTE BANK EMPLOYEE SAVINGS & RETIREMENT PLAN401k$51.1M4322024
004MARQUETTE BANK EMPLOYEE STOCK OWNERSHIP PLANESOP$8.2M3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARQUETTE BANK HOSPITALIZATION PLAN FOR EMPLOYEEFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.1M3522025
Retirement plans
Welfare plans
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