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Sponsor portfolioTH

WITT/KIEFFER INC.

EIN 36-2919320-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$96.8M assets
Welfare
1
$7.9M premiums
Participants
734
2015 SPRING ROAD, SUITE 510 - OAK BROOK, IL 60523630-990-1370
Plans on this EIN
2 filings
#004401k-$96.8M - 433 part#503Fully Insured-$7.9M - 675 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 675 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Other$306K
  • Life$294K
  • Long-term disability$294K
  • Dental$274K
  • Vision$34K
Total $7.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • HARTFORD LIFE AND ACCIDENT4%
  • DELTA DENTAL OF CALIFORNIA3%
  • EYEMED VISION CARE0%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $7.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ALLIANT INSURANCE SERVICES, INC.92%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • MESIROW INSURANCE SERVICES INC1%
  • LOCKTON COMPANIES, LLC1%
Total $252K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WITT/KIEFFER INC. SAVINGS & PROFIT SHARING PLAN & TRUST

401k

Assets$96.8M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

WITT/KIEFFER INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$7.9M
Covered lives675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WITT/KIEFFER INC. SAVINGS & PROFIT SHARING PLAN & TRUST401k$96.8M4332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503WITT/KIEFFER INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$7.9M6752025
Retirement plans
Welfare plans
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