Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$90.8M
- CASH BALANCE PLAN (#002)$33.3M
Filings through .
Bartlit Beck LLP
EIN 36-3909157law practiceLatest filing 2025
Plans
4
Retirement
3
$141.3M assets
Health & Benefits
1
$4.4M premiums
Participants
732
54 W. HUBBARD STREET, SUITE 300 - CHICAGO, IL 60654312-494-4400bartlitbeck.comLinkedIn51-200 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $141.3M assets / 266 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$50.5M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.4M premiums / 466 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Prescription drug$3.9M
- Long-term disability$307K
- Dental$194K
- Vision$194K
- Life$194K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BARTLIT BECK LLP 401(K) PLAN AND TRUST
401(k)
Assets$90.8M
Participants161
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BARTLIT BECK LLP CASH BALANCE PLAN
Cash balance
Assets$33.3M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
BARTLIT BECK LLP 401(K) PLAN AND TRUST FOR INCOME PARTNERS AND ASSOCIATES
401(k)
Assets$17.2M
Participants44
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
BARTLIT BECK LLP CAFETERIA PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$4.4M
Covered lives466
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BARTLIT BECK LLP 401(K) PLAN AND TRUST | 401(k) | $90.8M | 161 | 2025 |
| #002 | BARTLIT BECK LLP CASH BALANCE PLAN | Cash balance | $33.3M | 61 | 2025 |
| #003 | BARTLIT BECK LLP 401(K) PLAN AND TRUST FOR INCOME PARTNERS AND ASSOCIATES | 401(k) | $17.2M | 44 | 2025 |
- #001 · 401(k) · 2025161
- #002 · Cash balance · 202561
- #003 · 401(k) · 202544
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | BARTLIT BECK LLP CAFETERIA PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $4.4M | 466 | 2025 |
- #503 · Fully insured · BLUE CROSS BLUE SHIELD OF ILLINOIS · 2025466
Retirement plans
Health & Benefits plans