Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$2.1M
- Other$1.3M
- Long-term disability$639K
Sponsor portfolioTH
WINTRUST FINANCIAL CORPORATION
EIN 36-3873352financial servicesLatest filing 2025
Plans
2
Retirement
1
$797.6M assets
Welfare
1
$4.1M premiums
Participants
12,599
9700 W. HIGGINS ROAD - ROSEMONT, IL 60018847-939-9537wintrust.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 5,526 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA72%
- METROPOLITAN LIFE INSURANCE COMPANY28%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN
401k
Assets$797.6M
Participants7,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINTRUST FINANCIAL WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$4.1M
Covered lives5,526
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINTRUST FINANCIAL CORPORATION RETIREMENT SAVINGS PLAN | 401k | $797.6M | 7,016 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINTRUST FINANCIAL WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $4.1M | 5,526 | 2025 |
Retirement plans
Welfare plans