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  2. Banner & Witcoff, Ltd.
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Filings through Oct 24, 2026.

Banner & Witcoff, Ltd.

EIN 36-4008943-law practice-Latest filing 2025
Plans
4
Retirement
3
$270.4M assets
Health & Benefits
1
$1.1M premiums
Participants
787
71 S. WACKER DRIVE, SUITE 3600 - CHICAGO, IL 60606312-715-1000bannerwitcoff.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401(k)-$231.5M - 401 part#020Cash balance-$37.6M - 88 part#021401(k)-$1.3M - 79 part#502Fully insured-$1.1M - 367 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $270.4M assets / 568 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#001)$231.5M
  • CASH BALANCE PENSION (#020)$37.6M
  • PLAN & TRUST (#021)$1.3M
Total $270.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)401
  • CASH BALANCE PENSION (#020)88
  • PLAN & TRUST (#021)79
Total 568Select a row to open it

Benefits portfolio analytics

1 plan / $1.1M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$676K
  • Dental$211K
  • Short-term disability$182K
  • Long-term disability$182K
  • Life$120K
  • Vision$28K
Total $1.1M6 rows
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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

BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$231.5M
Participants401
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#020

BANNER & WITCOFF, LTD. CASH BALANCE PENSION PLAN

Cash balance

Assets$37.6M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#021

BANNER & WITCOFF, LTD. 401(K) PLAN & TRUST

401(k)

Assets$1.3M
Participants79
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

BANNER & WITCOFF, LTD. EMPLOYEE HEALTH CARE PLAN

Fully insured - HCC LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives367
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST401(k)$231.5M4012025
#020BANNER & WITCOFF, LTD. CASH BALANCE PENSION PLANCash balance$37.6M882025
#021BANNER & WITCOFF, LTD. 401(K) PLAN & TRUST401(k)$1.3M792025
  • BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST$231.5M
    #001 · 401(k) · 2025401
  • BANNER & WITCOFF, LTD. CASH BALANCE PENSION PLAN$37.6M
    #020 · Cash balance · 202588
  • BANNER & WITCOFF, LTD. 401(K) PLAN & TRUST$1.3M
    #021 · 401(k) · 202579

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502BANNER & WITCOFF, LTD. EMPLOYEE HEALTH CARE PLANFully insuredHCC LIFE INSURANCE COMPANY$1.1M3672025
  • BANNER & WITCOFF, LTD. EMPLOYEE HEALTH CARE PLAN$1.1M
    #502 · Fully insured · HCC LIFE INSURANCE COMPANY · 2025367
Retirement plans
Health & Benefits plans

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