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Sponsor portfolio

BANNER & WITCOFF, LTD.

EIN 36-4008943-law practice-Latest filing 2025
Plans
4
Retirement
3
$238.3M assets
Welfare
1
$1.1M premiums
Participants
797
71 S. WACKER DRIVE, SUITE 3600 - CHICAGO, IL 60606312-463-5000bannerwitcoff.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$204.7M - 412 part#020CashBalance-$31.7M - 89 part#021401k-$2.0M - 77 part#502Fully Insured-$1.1M - 367 lives

Retirement portfolio analytics

3 plans aggregated / $238.3M assets / 578 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN & TRUST (#001)86%
  • CASH BALANCE PENSION (#020)13%
  • PLAN & TRUST (#021)1%
Total $238.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)412
  • CASH BALANCE PENSION (#020)89
  • PLAN & TRUST (#021)77
Total 578Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$498K
  • Short-term disability$242K
  • Long-term disability$242K
  • Dental$189K
  • Life$151K
  • Other$81K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • HCC LIFE INSURANCE COMPANY45%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
  • METROPOLITAN LIFE INSURANCE COMPANY17%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY14%
  • EYEMED VISION CARE3%
Total $1.1M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KELLY & ASSOCIATES INSURANCE GROUP100%
Total $147K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

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

401k

Assets$204.7M
Participants412
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#020

BANNER & WITCOFF, LTD. CASH BALANCE PENSION PLAN

CashBalance

Assets$31.7M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

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

401k

Assets$2.0M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BANNER & WITCOFF, LTD. EMPLOYEE HEALTH CARE PLAN

Fully Insured - HCC LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BANNER & WITCOFF, LTD. 401(K) PROFIT SHARING PLAN & TRUST401k$204.7M4122024
020BANNER & WITCOFF, LTD. CASH BALANCE PENSION PLANCashBalance$31.7M892024
021BANNER & WITCOFF, LTD. 401(K) PLAN & TRUST401k$2.0M772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BANNER & WITCOFF, LTD. EMPLOYEE HEALTH CARE PLANFully InsuredHCC LIFE INSURANCE COMPANY$1.1M3672025
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