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Sponsor portfolio

ZELLER REALTY GROUP

EIN 36-3189108-real estate-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
1
$1.1M premiums
Participants
244
401 N MICHIGAN AVE, SUITE 1300 - CHICAGO, IL 60611312-640-7643LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$9.8M - 125 part#503Mixed-$1.1M - 156 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Short-term disability$39K
  • Other$37K
  • Long-term disability$26K
  • Life$19K
  • Vision$15K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $69K1 slice

Plan deep-dives

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

ZELLER REALTY CORPORATION 401(K) RETIREMENT PLAN

401k

Assets$9.8M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ZELLER REALTY GROUP EMPLOYEE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$1.1M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZELLER REALTY CORPORATION 401(K) RETIREMENT PLAN401k$9.8M1252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ZELLER REALTY GROUP EMPLOYEE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF ILLINOIS$1.1M1562025
Retirement plans
Welfare plans
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