PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. SIKICH LLC
Sponsor portfolio

SIKICH LLC

EIN 36-3168081-management consulting-Latest filing 2024
Plans
2
Retirement
1
$280.1M assets
Welfare
1
$14.7M premiums
Participants
4,028
1415 W. DIEHL ROAD, SUITE 400 - NAPERVILLE, IL 60563630-566-8400sikich.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$280.1M - 2,455 part#501Fully Insured-$14.7M - 2,334 lives

Benefits portfolio analytics

1 plan / $14.7M premiums / 2,334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.3M
  • Other$646K
  • Long-term disability$258K
  • Life$155K
  • Dental$153K
  • Vision$152K
  • +1 more
Total $14.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA1%
  • VISION SERVICE PLAN1%
Total $14.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • AP BENEFIT ADVISORS, LLC85%
  • WILLIS TOWERS WATSON US LLC8%
  • AP BENEFIT ADVIOSRS LLC6%
Total $369K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SIKICH EMPLOYEES' 401(K) PLAN

401k

Assets$280.1M
Participants2,455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIKICH LLP WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$14.7M
Covered lives2,334
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIKICH EMPLOYEES' 401(K) PLAN401k$280.1M2,4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIKICH LLP WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$14.7M2,3342024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica