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Sponsor portfolio

MARQUETTE MANAGEMENT, INC.

EIN 36-3743825-real estate-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$97K premiums
Participants
741
135 WATER STREET, 4TH FLOOR - NAPERVILLE, IL 60540630-320-0550LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$14.2M - 384 part#501Mixed-$97K - 357 lives

Benefits portfolio analytics

1 plan / $97K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$81K
  • Long-term disability$81K
  • Other$81K
  • Vision$16K
Total $97K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA84%
  • VISION SERVICE PLAN16%
Total $97K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ASSUREDPARTNERS71%
  • USI INSURANCE SERVICES LLC29%
Total $13K2 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 MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN

401k

Assets$14.2M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARQUETTE MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$97K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARQUETTE MANAGEMENT EMPLOYEES' 401(K) RETIREMENT PLAN401k$14.2M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARQUETTE MANAGEMENT, INC. EMPLOYEE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$97K3572025
Retirement plans
Welfare plans
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