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Sponsor portfolioTH

MARQUETTE ASSOCIATES, INC.

EIN 36-3485298-financial services-Latest filing 2025
Plans
3
Retirement
2
$45.8M assets
Welfare
1
$1.6M premiums
Participants
415
180 NORTH LASALLE STREET, SUITE 3500 - CHICAGO, IL 60601312-855-1479marquetteassociates.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$40.5M - 198 part#002CashBalance-$5.3M - 68 part#501Mixed-$1.6M - 233 lives

Retirement portfolio analytics

2 plans aggregated / $45.8M assets / 266 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • & RETIREMENT PLAN (#001)88%
  • CASH BALANCE PENSION (#002)12%
Total $45.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)198
  • CASH BALANCE PENSION (#002)68
Total 266Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DEARBORN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ALLIANT INSURANCE SERVICES, INC.96%
  • MESIROW INSURANCE SERVICES INC4%
Total $74K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN

401k

Assets$40.5M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$5.3M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARQUETTE ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLAN401k$40.5M1982024
002MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLANCashBalance$5.3M682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARQUETTE ASSOCIATES, INC. EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$1.6M2332025
Retirement plans
Welfare plans
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