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Sponsor portfolioTH

WILLIAM BLAIR & COMPANY, LLC

EIN 36-2214610-financial services-Latest filing 2025
Plans
2
Retirement
1
$1.37B assets
Welfare
1
$3.2M premiums
Participants
4,627
THE WILLIAM BLAIR BUILDING, 150 N. RIVERSIDE PLAZA - CHICAGO, IL 606061594312-236-1600williamblair.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$1.37B - 2,756 part#501Mixed-$3.2M - 3,186 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 3,186 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Other$1.4M
  • Life$1.3M
  • Long-term disability$1.3M
  • Vision$219K
  • Dental$127K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • BLUE CROSS OF CALIFORNIA43%
  • HARTFORD LIFE AND ACCIDENT42%
  • EYEMED VISION CARE7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY4%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • +1 more
Total $3.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • AON CONSULTING INC91%
  • WILLIAM BLAIR & COMPANY LLC9%
Total $31K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN

401k

Assets$1.37B
Participants2,756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAM BLAIR & COMPANY HEALTH BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.2M
Covered lives3,186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN401k$1.37B2,7562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAM BLAIR & COMPANY HEALTH BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF ILLINOIS$3.2M3,1862025
Retirement plans
Welfare plans
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