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  2. Barack Ferrazzano Kirschbaum & Nagelberg LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Barack Ferrazzano Kirschbaum & Nagelberg LLP

EIN 36-3330098-law practice-Latest filing 2025
Plans
6
Retirement
4
$279.5M assets
Health & Benefits
2
$3.5M premiums
Participants
405
200 WEST MADISON STREET, SUITE 3900 - CHICAGO, IL 606063465312-984-3100bfkn.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
6 filings
#001401(k)-$96.7M - 138 part#007401(k)-$73.8M - 101 part#009Cash balance-$58.5M - 64 part#008401(k)-$50.4M - 102 part#503Fully insured-$3.2M - 374 lives#504Fully insured-$282K - 218 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

4 plans aggregated / $279.5M assets / 405 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT PLAN A (#001)$96.7M
  • BFKN ASSOCIATE 401(K) (#007)$73.8M
  • BALANCE RETIREMENT PLAN (#009)$58.5M
  • RETIREMENT PLAN B (#008)$50.4M
Total $279.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$182.8M
  • ONEAMERICA RETIREMENT SERVICES LLC$96.7M
Total $279.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN A (#001)138
  • RETIREMENT PLAN B (#008)102
  • BFKN ASSOCIATE 401(K) (#007)101
  • BALANCE RETIREMENT PLAN (#009)64
Total 405Select a row to open it

Benefits portfolio analytics

2 plans / $3.5M premiums / 592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$514K
  • Life$282K
  • Short-term disability$282K
  • Long-term disability$282K
  • +2 more
Total $3.5M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BFKN PERSONAL RETIREMENT PLAN A

401(k)

Assets$96.7M
Participants138
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007

BFKN ASSOCIATE 401(K) PLAN

401(k)

Assets$73.8M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#009

BFKN CASH BALANCE RETIREMENT PLAN

Cash balance

Assets$58.5M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008

BFKN PERSONAL RETIREMENT PLAN B

401(k)

Assets$50.4M
Participants102
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP FLEXIBLE BENEFITS PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.2M
Covered lives374
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP LONG-TERM DISABILITY PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$282K
Covered lives218
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BFKN PERSONAL RETIREMENT PLAN A401(k)$96.7M1382025
#007BFKN ASSOCIATE 401(K) PLAN401(k)$73.8M1012025
#009BFKN CASH BALANCE RETIREMENT PLANCash balance$58.5M642025
#008BFKN PERSONAL RETIREMENT PLAN B401(k)$50.4M1022025
  • BFKN PERSONAL RETIREMENT PLAN A$96.7M
    #001 · 401(k) · 2025138
  • BFKN ASSOCIATE 401(K) PLAN$73.8M
    #007 · 401(k) · 2025101
  • BFKN CASH BALANCE RETIREMENT PLAN$58.5M
    #009 · Cash balance · 202564
  • BFKN PERSONAL RETIREMENT PLAN B$50.4M
    #008 · 401(k) · 2025102

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP FLEXIBLE BENEFITS PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$3.2M3742025
#504BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP LONG-TERM DISABILITY PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$282K2182025
  • BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP FLEXIBLE BENEFITS PLAN$3.2M
    #503 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025374
  • BARACK FERRAZZANO KIRSCHBAUM & NAGELBERG LLP LONG-TERM DISABILITY PLAN$282K
    #504 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025218
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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