Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#007)$19.6M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $232.5M assets / 472 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $4.9M premiums / 436 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
401(k)
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN | 401(k) | $194.1M | 309 | 2025 |
| #007 | NEAL, GERBER & EISENBERG LLP CASH BALANCE PLAN | Cash balance | $19.6M | 78 | 2025 |
| #004 | NEAL, GERBER & EISENBERG ASSOCIATES' AND COUNSEL 401(K) PLAN | 401(k) | $18.8M | 85 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | NEAL, GERBER & EISENBERG WELFARE BENEFIT PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $4.9M | 436 | 2025 |