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Sponsor portfolioTH

SEGAL MCCAMBRIDGE SINGER & MAHONEY

EIN 36-3419170-Latest filing 2025
Plans
2
Retirement
1
$54.3M assets
Welfare
1
$525K premiums
Participants
857
233 SOUTH WACKER DRIVE, SUITE 5500 - CHICAGO, IL 60606312-645-7800
Plans on this EIN
2 filings
#001401k-$54.3M - 566 part#501Mixed-$525K - 291 lives

Benefits portfolio analytics

1 plan / $525K premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$497K
  • Dental$483K
  • Life$483K
  • Short-term disability$483K
  • Long-term disability$483K
  • Vision$28K
Total $525K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA92%
  • VISION SERVICE PLAN5%
  • TELADOC3%
Total $525K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE HORTON GROUP100%
Total $28K1 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

SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$54.3M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SEGAL MCCAMBRIDGE SINGER & MAHONEY LTD HEALTH AND WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$525K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. 401(K) PROFIT SHARING PLAN401k$54.3M5662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SEGAL MCCAMBRIDGE SINGER & MAHONEY LTD HEALTH AND WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$525K2912025
Retirement plans
Welfare plans
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