PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Marklund
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Marklund

EIN 36-2652532-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$22.6M assets
Health & Benefits
1
$3.8M premiums
Participants
1,054
1 S. 450 WYATT DRIVE - GENEVA, IL 60134630-593-5460marklund.orgLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
2 filings
#005403(b)-$22.6M - 711 part#501Fully insured-$3.8M - 463 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN

403(b)

Assets$22.6M
Participants711
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MARKLUND EMPLOYEE BENEFIT PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.8M
Covered lives463
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN403(b)$22.6M7112025
  • MARKLUND EMPLOYEE RETIREMENT SAVINGS PLAN$22.6M
    #005 · 403(b) · 2025711

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MARKLUND EMPLOYEE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.8M4632025
  • MARKLUND EMPLOYEE BENEFIT PLAN$3.8M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF ILLINOIS · 2025463
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica