PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LESTER AND ROSALIE ANIXTER CENTER
Sponsor portfolio

LESTER AND ROSALIE ANIXTER CENTER

EIN 36-2244895-Latest filing 2025
Plans
3
Retirement
2
$13.0M assets
Welfare
1
$1.6M premiums
Participants
528
1945 WEST WILSON AVENUE, SUITE 3000 - CHICAGO, IL 60640773-973-7900
Plans on this EIN
3 filings
#001401k-$8.4M - 231 part#002403b-$4.7M - 123 part#503Fully Insured-$1.6M - 159 lives

Retirement portfolio analytics

2 plans aggregated / $13.0M assets / 354 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CENTER INCENTIVE Savings (#001)64%
  • UNIT RETIREMENT PLAN (#002)36%
Total $13.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • ADP BROKER-DEALER64%
  • (Not disclosed)36%
Total $13.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CENTER INCENTIVE Savings (#001)231
  • UNIT RETIREMENT PLAN (#002)123
Total 354Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Other$138K
  • Vision$125K
  • Life$125K
  • Short-term disability$125K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DEARBORN LIFE INSURANCE COMPANY8%
  • TELADOC1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALLIANT INSURANCE SERVICES, INC.95%
  • MESIROW INSURANCE SERVICES INC3%
  • ALLIANCE INSURANCE GROUP LLC2%
Total $86K3 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

ANIXTER CENTER INCENTIVE SAVINGS PLAN

401k

Assets$8.4M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CENTER BARGAINING UNIT RETIREMENT PLAN

403b

Assets$4.7M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LESTER AND ROSALIE ANIXTER CENTER EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ANIXTER CENTER INCENTIVE SAVINGS PLAN401k$8.4M2312024
002THE CENTER BARGAINING UNIT RETIREMENT PLAN403b$4.7M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LESTER AND ROSALIE ANIXTER CENTER EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.6M1592025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica