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Sponsor portfolio

SOLOMON CORDWELL BUENZ

EIN 36-2643058-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$49.5M assets
Welfare
1
$3.3M premiums
Participants
685
330 N STATE STREET 25TH FLOOR - CHICAGO, IL 60611312-896-1194
Plans on this EIN
2 filings
#002401k-$49.5M - 449 part#501Fully Insured-$3.3M - 320 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$353K
  • Life$353K
  • Short-term disability$353K
  • Long-term disability$353K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • EYEMED VISION CARE1%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • ALLIANT INSURANCE SERVICES, INC.81%
  • WILLIS TOWERS WATSON US LLC19%
Total $149K2 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

SOLOMON CORDWELL BUENZ EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST

401k

Assets$49.5M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLOMON, CORDWELL, BUENZ & ASSOCIATES, INC. FLEXIBLE COMPENSATION PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.3M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOLOMON CORDWELL BUENZ EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN AND TRUST401k$49.5M4492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLOMON, CORDWELL, BUENZ & ASSOCIATES, INC. FLEXIBLE COMPENSATION PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.3M3202024
Retirement plans
Welfare plans
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