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Sponsor portfolioTH

BANK ADMINISTRATION INSTITUTE

EIN 36-3330171-civic & social organization-Latest filing 2025
Plans
2
Retirement
1
$50.6M assets
Welfare
1
$2.4M premiums
Participants
320
222 W ADAMS ST STE 2300 - CHICAGO, IL 606065242312-683-2359LinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filings
#002401k-$50.6M - 174 part#501Mixed-$2.4M - 265 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Life$79K
  • Vision$16K
Total $2.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • DEARBORN LIFE INSURANCE COMPANY1%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • ALLIANT INSURANCE SERVICES, INC.65%
  • NATIONALHR RBN ASSOCIATES LLC25%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
  • MESIROW INSURANCE SERVICES INC2%
  • ASSUREDPARTNERS1%
  • +3 more
Total $113K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAI SMART PLAN

401k

Assets$50.6M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANK ADMINISTRATION INSTITUTE HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINIOIS

Premiums$2.4M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BAI SMART PLAN401k$50.6M1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANK ADMINISTRATION INSTITUTE HEALTH AND WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINIOIS$2.4M2652024
Retirement plans
Welfare plans
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