Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Dental$164K
- Life$164K
- Short-term disability$164K
- Long-term disability$164K
- +2 more
Sponsor portfolio
TOPEL FORMAN, L.L.C.
EIN 36-2469413accountingLatest filing 2025
Plans
2
Retirement
1
$32.8M assets
Welfare
1
$2.3M premiums
Participants
379
225 W. WASHINGTON STREET, SUITE 2200 - CHICAGO, IL 60606312-642-0006topelforman.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 327 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
93%top
- DIGITAL INSURANCE LLC93%
- CENTRO BENEFITS RESEARCH LLC6%
- USI INSURANCE SERVICES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN
401k
Assets$32.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOPEL FORMAN, L.L.C. WRAP BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.3M
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOPEL FORMAN, L.L.C. EMPLOYEES' SAVINGS OPPORTUNITY PLAN | 401k | $32.8M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOPEL FORMAN, L.L.C. WRAP BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.3M | 327 | 2025 |
Retirement plans
Welfare plans