Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
BARTLIT BECK LLP
EIN 36-3909157law practiceLatest filing 2024
Plans
3
Retirement
2
$129.6M assets
Welfare
1
$4.1M premiums
Participants
748
54 W. HUBBARD STREET, SUITE 300 - CHICAGO, IL 60654312-494-4400bartlitbeck.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $129.6M assets / 269 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
77%top
- HOWARD SIMON & ASSOCIATES, INC.77%
- (Not disclosed)23%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.1M premiums / 479 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Prescription drug$3.6M
- Long-term disability$311K
- Dental$193K
- Vision$193K
- Life$193K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
89%top
- ASSOCIATED AGENCIES, INC89%
- GIS BENEFITS INC7%
- PHILLIPS BROS. INS. AGENCY, INC.4%
- THE BJORK GROUP INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BARTLIT BECK LLP 401(K) PLAN AND TRUST
401k
Assets$99.7M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BARTLIT BECK LLP CASH BALANCE PLAN
CashBalance
Assets$29.9M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BARTLIT BECK LLP CAFETERIA PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$4.1M
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARTLIT BECK LLP 401(K) PLAN AND TRUST | 401k | $99.7M | 204 | 2024 | |
| 002 | BARTLIT BECK LLP CASH BALANCE PLAN | CashBalance | $29.9M | 65 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BARTLIT BECK LLP CAFETERIA PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $4.1M | 479 | 2024 |
Retirement plans
Welfare plans