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Sponsor portfolioTH

MILLION DOLLAR ROUND TABLE

EIN 36-2138427-financial services-Latest filing 2025
Plans
3
Retirement
2
$42.1M assets
Welfare
1
$3.0M premiums
Participants
487
325 WEST TOUHY AVENUE - PARK RIDGE, IL 60068847-692-6378LinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$22.2M - 178 part#001TraditionalDB-$19.9M - 162 part#501Fully Insured-$3.0M - 299 lives

Retirement portfolio analytics

2 plans aggregated / $42.1M assets / 340 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • 401(K) THRIFT PLAN (#002)53%
  • TABLE RETIREMENT PLAN (#001)47%
Total $42.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) THRIFT PLAN (#002)178
  • TABLE RETIREMENT PLAN (#001)162
Total 340Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$170K
  • Life$78K
  • Other$78K
  • Long-term disability$64K
  • Short-term disability$58K
  • +1 more
Total $3.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • BROWN & BROWN INSURANCE SERVICES73%
  • MANAGEMENT PROFESSIONAL SVCS INC14%
  • VISTA NATIONAL INSURANCE GROUP INC8%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC5%
  • ENROLLEASE0%
  • +1 more
Total $150K6 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

MILLION DOLLAR ROUND TABLE 401(K) THRIFT PLAN

401k

Assets$22.2M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MILLION DOLLAR ROUND TABLE RETIREMENT PLAN

TraditionalDB

Assets$19.9M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILLION DOLLAR ROUND TABLE EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.0M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MILLION DOLLAR ROUND TABLE 401(K) THRIFT PLAN401k$22.2M1782024
001MILLION DOLLAR ROUND TABLE RETIREMENT PLANTraditionalDB$19.9M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILLION DOLLAR ROUND TABLE EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.0M2992025
Retirement plans
Welfare plans
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