Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP
EIN 36-3330098law practiceLatest filing 2024
Plans
6
Retirement
4
$245.7M assets
Welfare
2
$3.0M premiums
Participants
820
200 WEST MADISON STREET, SUITE 3900 - CHICAGO, IL 606063465312-984-3100bfkn.comLinkedIn51-200 employeeslaw practice
Retirement portfolio analytics
4 plans aggregated / $245.7M assets / 408 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- (Not disclosed)54%
- AMERICAN UNITED LIFE INSURANCE CO46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.0M premiums / 616 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Other$477K
- Life$242K
- Short-term disability$242K
- Long-term disability$242K
- Dental$235K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
83%top
- BLUE CROSS OF CALIFORNIA83%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
52%top
- THE HORTON GROUP52%
- MARSH & MCLENNAN AGENCY LLC40%
- CENTRO BENEFITS RESEARCH LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BFKN PERSONAL RETIREMENT PLAN A
401k
Assets$112.9M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
BFKN CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$50.8M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008
BFKN PERSONAL RETIREMENT PLAN B
401k
Assets$46.0M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
BFKN ASSOCIATE 401(K) PLAN
401k
Assets$36.0M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP FLEXIBLE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$2.8M
Covered lives387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP LONG-TERM DISABILITY PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$242K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BFKN PERSONAL RETIREMENT PLAN A | 401k | $112.9M | 145 | 2024 | |
| 009 | BFKN CASH BALANCE RETIREMENT PLAN | CashBalance | $50.8M | 67 | 2024 | |
| 008 | BFKN PERSONAL RETIREMENT PLAN B | 401k | $46.0M | 102 | 2024 | |
| 007 | BFKN ASSOCIATE 401(K) PLAN | 401k | $36.0M | 94 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP FLEXIBLE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $2.8M | 387 | 2024 | |
| 504 | BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP LONG-TERM DISABILITY PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $242K | 229 | 2024 |
Retirement plans
Welfare plans