Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$378K
- Life$54K
- Short-term disability$54K
- Long-term disability$54K
- Other$54K
- Vision$8K
Sponsor portfolio
MARSHALL ASSOCIATES
EIN 36-2762990retailLatest filing 2025
Plans
2
Retirement
1
$30.7M assets
Welfare
1
$440K premiums
Participants
254
1131 W BLACKHAWK ST FL 2 - CHICAGO, IL 606422404312-266-8500marshassoc.comLinkedIn51-200 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $440K premiums / 108 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
92%top
- STUMM INSURANCE LLC92%
- CENTRO BENEFITS RESEARCH LLC7%
- H E INSURANCE INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN
401k
Assets$30.7M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARSHALL ASSOCIATES BENEFIT PLAN
Mixed - CIGNA HEALTHCARE
Premiums$440K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | 401k | $30.7M | 167 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARSHALL ASSOCIATES BENEFIT PLAN | Mixed | CIGNA HEALTHCARE | $440K | 108 | 2025 |
Retirement plans
Welfare plans