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Sponsor portfolio

MCGRATH-COLOSIMO LTD

EIN 36-3780892-public relations and communications-Latest filing 2025
Plans
3
Retirement
1
$31.8M assets
Welfare
2
$6.1M premiums
Participants
1,213
470 EAST OGDEN AVENUE - WESTMONT, IL 605591245630-323-5600mcgrathcomm.comLinkedIn1-10 employeespublic relations and communications
Plans on this EIN
3 filings
#002401k-$31.8M - 216 part#550Fully Insured-$6.1M - 839 lives#002Self Funded-0 lives

Benefits portfolio analytics

2 plans / $6.1M premiums / 839 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Dental$5.3M
  • Other$516K
  • Long-term disability$400K
  • Short-term disability$395K
  • Life$154K
  • +1 more
Total $6.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • DEARBORN LIFE INSURANCE COMPANY2%
  • AFLAC1%
  • +3 more
Total $6.1M8 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • ASSUREDPARTNERS57%
  • JAMES JUENGLING21%
  • JENNON M CARUTH20%
  • ERENIA CASTELLANOS1%
  • ZUREK & ASSOCIATES LLC0%
  • +3 more
Total $322K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCGRATH LEXUS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$31.8M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550

MCGRATH LEXUS OF WESTMONT PREMIUM ONLY PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$6.1M
Covered lives839
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

MCGRATH LEXUS 401(K) PROFIT SHARING PLAN AND TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MCGRATH LEXUS 401(K) PROFIT SHARING PLAN AND TRUST401k$31.8M2162024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
550MCGRATH LEXUS OF WESTMONT PREMIUM ONLY PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$6.1M8392025
002MCGRATH LEXUS 401(K) PROFIT SHARING PLAN AND TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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