Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOVITZ SHIFRIN NESBIT, A PROFESSIONAL CORPORATION
EIN 36-3228475legal servicesLatest filing 2025
Plans
4
Retirement
3
$22.2M assets
Welfare
1
$2.0M premiums
Participants
356
ONE OVERLOOK POINT, SUITE 590 - LINCOLNSHIRE, IL 60069847-537-0500LinkedIn51-200 employeeslegal services
Retirement portfolio analytics
3 plans aggregated / $22.2M assets / 223 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 162 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Life$130K
- Short-term disability$130K
- Long-term disability$130K
- Other$130K
- Dental$87K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA4%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
95%top
- LOCKTON COMPANIES, LLC95%
- THE BOON INSURANCE AGENCY3%
- GARRY L JOHNSON & ASSOCIATES INC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOVITZ SHIFRIN NESBIT 401(K) PLAN & TRUST
401k
Assets$13.5M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KSN 401(K) AND PROFIT SHARING PLAN II
401k
Assets$4.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KOVITZ SHIFRIN NESBIT CASH BALANCE PENSION PLAN
CashBalance
Assets$4.0M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KOVITZ SHIFRIN NESBIT BENEFIT AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.0M
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOVITZ SHIFRIN NESBIT 401(K) PLAN & TRUST | 401k | $13.5M | 126 | 2024 | |
| 002 | KSN 401(K) AND PROFIT SHARING PLAN II | 401k | $4.7M | 19 | 2024 | |
| 003 | KOVITZ SHIFRIN NESBIT CASH BALANCE PENSION PLAN | CashBalance | $4.0M | 78 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KOVITZ SHIFRIN NESBIT BENEFIT AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.0M | 162 | 2025 |
Retirement plans
Welfare plans