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Sponsor portfolio

BURKE, WARREN, MACKAY & SERRITELLA, P. C.

EIN 36-3815082-law practice-Latest filing 2025
Plans
2
Retirement
1
$91.1M assets
Welfare
1
$2.5M premiums
Participants
261
330 NORTH WABASH, SUITE 2100 - CHICAGO, IL 60611312-840-7000burkelaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$91.1M - 142 part#501Fully Insured-$2.5M - 187 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Life$165K
  • Long-term disability$165K
  • Other$165K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • DEARBORN LIFE INSURANCE COMPANY0%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ALLIANT INSURANCE SERVICES, INC.98%
  • MESIROW INSURANCE SERVICES INC2%
Total $123K2 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

BURKE, WARREN, MACKAY & SERRITELLA, P.C. PROFIT SHARING PLAN AND TRUST

401k

Assets$91.1M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BURKE, WARREN, MACKAY & SERRITELLA, P. C. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.5M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BURKE, WARREN, MACKAY & SERRITELLA, P.C. PROFIT SHARING PLAN AND TRUST401k$91.1M1422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BURKE, WARREN, MACKAY & SERRITELLA, P. C. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.5M1872025
Retirement plans
Welfare plans
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