Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAWRENCE HALL
EIN 36-2167771individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$11.5M assets
Welfare
1
$2.4M premiums
Participants
799
4833 NORTH FRANCISCO AVE. - CHICAGO, IL 60625773-334-7162lawrencehall.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 551 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
85%top
- MUTUAL OF AMERICA SEC. CORP LLC85%
- (Not disclosed)15%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 247 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$2.1M
- Life$205K
- Short-term disability$205K
- Long-term disability$205K
- Other$205K
- Dental$102K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LAWRENCE HALL 401(K) PLAN
401k
Assets$9.7M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAWRENCE HALL RETIREMENT PLAN
TraditionalDB
Assets$1.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LAWRENCE HALL HEALTH & WELFARE PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.4M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LAWRENCE HALL 401(K) PLAN | 401k | $9.7M | 511 | 2024 | |
| 001 | LAWRENCE HALL RETIREMENT PLAN | TraditionalDB | $1.8M | 40 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LAWRENCE HALL HEALTH & WELFARE PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $2.4M | 247 | 2025 |
Retirement plans
Welfare plans