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Sponsor portfolio

MARSHALL, GERSTEIN & BORUN LLP

EIN 36-2353598-law practice-Latest filing 2025
Plans
3
Retirement
2
$160.6M assets
Welfare
1
$3.1M premiums
Participants
552
233 S WACKER DR, STE 6300 - CHICAGO, IL 606066357312-474-6300marshallip.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#004401k-$160.1M - 255 part#005401k-$448K - 81 part#502Mixed-$3.1M - 346 lives

Retirement portfolio analytics

2 plans aggregated / $160.6M assets / 336 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#004)100%
  • NEW EMPLOYEES' 401(K) (#005)0%
Total $160.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#004)255
  • NEW EMPLOYEES' 401(K) (#005)81
Total 336Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE1%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • THE HORTON GROUP18%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $129K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

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

401k

Assets$160.1M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

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

401k

Assets$448K
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARSHALL, GERSTEIN & BORUN LLP WELFARE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ILLINOIS

Premiums$3.1M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MARSHALL, GERSTEIN & BORUN LLP SALARY SAVINGS & PROFIT SHARING PLAN401k$160.1M2552024
005MARSHALL, GERSTEIN & BORUN LLP NEW EMPLOYEES' 401(K) PLAN401k$448K812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARSHALL, GERSTEIN & BORUN LLP WELFARE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF ILLINOIS$3.1M3462025
Retirement plans
Welfare plans
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