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  2. Marshall, Gerstein & Borun LLP
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Filings through Oct 24, 2026.

Marshall, Gerstein & Borun LLP

EIN 36-2353598-law practice-Latest filing 2025
Plans
3
Retirement
2
$176.2M assets
Health & Benefits
1
$3.1M premiums
Participants
552
233 SOUTH WACKER DRIVE, SUITE 6300 - CHICAGO, IL 60606312-474-6300marshallip.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#004401(k)-$175.9M - 270 part#005401(k)-$364K - 66 part#502Mixed-$3.1M - 346 lives

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

Retirement portfolio analytics

2 plans aggregated / $176.2M assets / 336 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#004)$175.9M
  • NEW EMPLOYEES' 401(K) (#005)$364K
Total $176.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)270
  • NEW EMPLOYEES' 401(K) (#005)66
Total 336Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Prescription drug$2.9M
  • Life$196K
  • Long-term disability$196K
  • Other$196K
  • +1 more
Total $3.1M7 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#004

MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN

401(k)

Assets$175.9M
Participants270
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

MARSHALL, GERSTEIN & BORUN LLP NEW EMPLOYEES' 401(K) PLAN

401(k)

Assets$364K
Participants66
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

MARSHALL, GERSTEIN & BORUN LLP WELFARE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ILLINOIS

Premiums$3.1M
Covered lives346
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN401(k)$175.9M2702025
#005MARSHALL, GERSTEIN & BORUN LLP NEW EMPLOYEES' 401(K) PLAN401(k)$364K662025
  • MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN$175.9M
    #004 · 401(k) · 2025270
  • MARSHALL, GERSTEIN & BORUN LLP NEW EMPLOYEES' 401(K) PLAN$364K
    #005 · 401(k) · 202566

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502MARSHALL, GERSTEIN & BORUN LLP WELFARE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF ILLINOIS$3.1M3462025
  • MARSHALL, GERSTEIN & BORUN LLP WELFARE BENEFIT PLAN$3.1M
    #502 · Mixed · BLUE CROSS AND BLUE SHIELD OF ILLINOIS · 2025346
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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