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Sponsor portfolio

MARKLUND

EIN 36-2652532-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$3.8M premiums
Participants
1,067
1S450 WYATT DR - GENEVA, IL 601344921630-593-5489marklund.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#005403b-$18.3M - 724 part#501Fully Insured-$3.8M - 463 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 463 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Vision$257K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
Total $3.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STUMM INSURANCE LLC100%
Total $231K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN

403b

Assets$18.3M
Participants724
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARKLUND EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.8M
Covered lives463
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN403b$18.3M7242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARKLUND EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.8M4632025
Retirement plans
Welfare plans
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