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Filings through Oct 24, 2026.

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Million Dollar Round Table

EIN 36-2138427-financial services-Latest filing 2025
Plans
3
Retirement
2
$47.2M assets
Health & Benefits
1
$3.0M premiums
Participants
494
325 W TOUHY AVE - PARK RIDGE, IL 600684204847-692-6378LinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#002401(k)-$25.3M - 177 part#001Traditional DB-$21.9M - 170 part#501Fully insured-$3.0M - 299 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $47.2M assets / 347 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) THRIFT PLAN (#002)$25.3M
  • TABLE RETIREMENT PLAN (#001)$21.9M
Total $47.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) THRIFT PLAN (#002)177
  • TABLE RETIREMENT PLAN (#001)170
Total 347Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

MILLION DOLLAR ROUND TABLE 401(K) THRIFT PLAN

401(k)

Assets$25.3M
Participants177
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

MILLION DOLLAR ROUND TABLE RETIREMENT PLAN

Traditional DB

Assets$21.9M
Participants170
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MILLION DOLLAR ROUND TABLE EMPLOYEE BENEFITS PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.0M
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002MILLION DOLLAR ROUND TABLE 401(K) THRIFT PLAN401(k)$25.3M1772025
#001MILLION DOLLAR ROUND TABLE RETIREMENT PLANTraditional DB$21.9M1702025
  • MILLION DOLLAR ROUND TABLE 401(K) THRIFT PLAN$25.3M
    #002 · 401(k) · 2025177
  • MILLION DOLLAR ROUND TABLE RETIREMENT PLAN$21.9M
    #001 · Traditional DB · 2025170

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MILLION DOLLAR ROUND TABLE EMPLOYEE BENEFITS PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$3.0M2992025
  • MILLION DOLLAR ROUND TABLE EMPLOYEE BENEFITS PLAN$3.0M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025299
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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