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Sponsor portfolioTH

PADDOCK PUBLICATIONS, INC.

EIN 36-2104951-publishing-Latest filing 2025
Plans
3
Retirement
2
$91.8M assets
Welfare
1
$1.9M premiums
Participants
691
1900 EAST GOLF ROAD, SUITE 480 - SCHAUMBURG, IL 60173847-427-4300LinkedIn501-1000 employeespublishing
Plans on this EIN
3 filings
#002ESOP-$48.5M - 260 part#001401k-$43.3M - 280 part#501Mixed-$1.9M - 205 lives

Retirement portfolio analytics

2 plans aggregated / $91.8M assets / 540 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • EMPLOYEE STOCK OWNERSHIP (#002)53%
  • INC. EMPLOYEES 401(K) (#001)47%
Total $91.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • (Not disclosed)53%
  • CHARLES SCHWAB & CO., INC.47%
Total $91.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES 401(K) (#001)280
  • EMPLOYEE STOCK OWNERSHIP (#002)260
Total 540Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$109K
  • Life$56K
  • Other$28K
  • Long-term disability$27K
  • Vision$10K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITEDHEALTHCARE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • JENNON CARUTH2%
  • THE NIA GROUP1%
  • GCG FINANCIAL LLC0%
Total $76K4 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

PADDOCK PUBLICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$48.5M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PADDOCK PUBLICATIONS, INC. EMPLOYEES 401(K) PLAN

401k

Assets$43.3M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PADDOCK PUBLICATIONS, INC. GROUP BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.9M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PADDOCK PUBLICATIONS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$48.5M2602024
001PADDOCK PUBLICATIONS, INC. EMPLOYEES 401(K) PLAN401k$43.3M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PADDOCK PUBLICATIONS, INC. GROUP BENEFIT PLANMixedBLUECROSS BLUESHIELD OF TEXAS$1.9M2052025
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