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  2. Marquette Associates, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Marquette Associates, Inc.

EIN 36-3485298-financial services-Latest filing 2025
Plans
3
Retirement
2
$59.0M assets
Health & Benefits
1
$1.6M premiums
Participants
424
180 NORTH LASALLE STREET SUITE 3500 - CHICAGO, IL 60601312-527-5500marquetteassociates.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401(k)-$53.7M - 207 part#002Cash balance-$5.3M - 68 part#501Mixed-$1.6M - 233 lives

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

Retirement portfolio analytics

2 plans aggregated / $59.0M assets / 275 participants

Assets by plan

Share of aggregate retirement assets

  • & RETIREMENT PLAN (#001)$53.7M
  • CASH BALANCE PENSION (#002)$5.3M
Total $59.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)207
  • CASH BALANCE PENSION (#002)68
Total 275Select a row to open it

Benefits portfolio analytics

1 plan / $1.6M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Life$60K
  • Long-term disability$60K
  • Other$60K
  • Vision$12K
Total $1.6M6 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

MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN

401(k)

Assets$53.7M
Participants207
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN

Cash balance

Assets$5.3M
Participants68
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MARQUETTE ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN401(k)$53.7M2072025
#002MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLANCash balance$5.3M682024
  • MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN$53.7M
    #001 · 401(k) · 2025207
  • MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN$5.3M
    #002 · Cash balance · 202468

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MARQUETTE ASSOCIATES, INC. EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$1.6M2332025
  • MARQUETTE ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN$1.6M
    #501 · Mixed · BLUECROSS BLUESHIELD OF ILLINOIS · 2025233
Retirement plans
Health & Benefits plans

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  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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