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Sponsor portfolio

NEAL, GERBER & EISENBERG LLP

EIN 36-3532950-law practice-Latest filing 2025
Plans
4
Retirement
3
$216.4M assets
Welfare
1
$4.9M premiums
Participants
680
225 W RANDOLPH ST, SUITE 2800 - CHICAGO, IL 60606312-269-8000nge.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$182.9M - 314 part#007CashBalance-$17.3M - 77 part#004401k-$16.2M - 80 part#506Mixed-$4.9M - 436 lives

Retirement portfolio analytics

3 plans aggregated / $216.4M assets / 471 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EISENBERG PROFIT SHARING/401(K... (#001)85%
  • CASH BALANCE PLAN (#007)8%
  • AND COUNSEL 401(K) (#004)7%
Total $216.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • CHARLES SCHWAB & CO., INC.85%
  • (Not disclosed)15%
Total $216.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EISENBERG PROFIT SHARING/401(K... (#001)314
  • AND COUNSEL 401(K) (#004)80
  • CASH BALANCE PLAN (#007)77
Total 471Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 436 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Other$363K
  • Life$343K
  • Long-term disability$293K
  • Vision$26K
  • Dental$21K
Total $4.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • EYEMED VISION CARE1%
  • DELTA DENTAL OF CALIFORNIA0%
Total $4.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $37K1 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

NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN

401k

Assets$182.9M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

NEAL, GERBER & EISENBERG LLP CASH BALANCE PLAN

CashBalance

Assets$17.3M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

NEAL, GERBER & EISENBERG ASSOCIATES' AND COUNSEL 401(K) PLAN

401k

Assets$16.2M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

NEAL, GERBER & EISENBERG WELFARE BENEFIT PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.9M
Covered lives436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN401k$182.9M3142024
007NEAL, GERBER & EISENBERG LLP CASH BALANCE PLANCashBalance$17.3M772024
004NEAL, GERBER & EISENBERG ASSOCIATES' AND COUNSEL 401(K) PLAN401k$16.2M802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506NEAL, GERBER & EISENBERG WELFARE BENEFIT PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$4.9M4362025
Retirement plans
Welfare plans
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