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Sponsor portfolioTH

MUNICH RE SPECIALTY GROUP N.A., INC.

EIN 36-4108247-Latest filing 2025
Plans
2
Retirement
1
$50.5M assets
Welfare
1
$4.2M premiums
Participants
637
1501 E WOODFIELD RD SUITE 400W - SCHAUMBURG, IL 60173847-969-1420
Plans on this EIN
2 filings
#001401k-$50.5M - 373 part#508Fully Insured-$4.2M - 403 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Dental$221K
  • Vision$221K
  • Other$135K
  • Short-term disability$83K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • JAMES R NELLIGAN & ASSOCIATES LLC8%
  • SPECIALTY BNFTS RSRCH & CNSLTNG2%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $200K4 slices

Plan deep-dives

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

MUNICH RE SPECIALTY GROUP N.A. INC. RETIREMENT SAVINGS PLAN

401k

Assets$50.5M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

MUNICH RE SPECIALTY GROUP N.A., INC.

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.2M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MUNICH RE SPECIALTY GROUP N.A. INC. RETIREMENT SAVINGS PLAN401k$50.5M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508MUNICH RE SPECIALTY GROUP N.A., INC.Fully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.2M4032025
Retirement plans
Welfare plans
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