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Sponsor portfolioTH

LITTLE CITY FOUNDATION

EIN 36-2434562-investment management-Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$4.7M premiums
Participants
1,040
1760 WEST ALGONQUIN ROAD - PALATINE, IL 60067847-358-5510LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#002401k-$14.5M - 627 part#501Fully Insured-$4.7M - 437 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Dental$134K
  • Life$93K
  • Long-term disability$90K
  • Short-term disability$58K
  • Vision$37K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • STANDARD INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA3%
  • VISION SERVICE PLAN1%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • HUB INTERNATIONAL MIDWEST LIMITED55%
  • MARSH & MCLENNAN AGENCY LLC28%
  • JAMES R NELLIGAN & ASSOCIATES LLC17%
Total $55K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LITTLE CITY FOUNDATION 401(K) PLAN

401k

Assets$14.5M
Participants627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LITTLE CITY FOUNDATION GROUP HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.7M
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LITTLE CITY FOUNDATION 401(K) PLAN401k$14.5M6272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LITTLE CITY FOUNDATION GROUP HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.7M4372025
Retirement plans
Welfare plans
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