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Sponsor portfolio

SWANSON, MARTIN & BELL, LLP

EIN 36-3825975-law practice-Latest filing 2025
Plans
2
Retirement
1
$97.6M assets
Welfare
1
$3.2M premiums
Participants
515
330 NORTH WABASH, SUITE 3300 - CHICAGO, IL 60611312-321-9100smbtrials.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$97.6M - 284 part#501Fully Insured-$3.2M - 331 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Dental$3.0M
  • Life$86K
  • Other$86K
  • Long-term disability$50K
  • Vision$17K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DEARBORN LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • VISION SERVICE PLAN1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSH & MCLENNAN AGENCY LLC87%
  • PLANSOURCE BENEFITS ADMN INC12%
  • THE NIA GROUP1%
Total $123K3 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

SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$97.6M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWANSON, MARTIN AND BELL, LLP WELFARE PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.2M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN401k$97.6M2842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWANSON, MARTIN AND BELL, LLP WELFARE PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.2M3312025
Retirement plans
Welfare plans
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