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  2. Mowery & Schoenfeld, LLC
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Filings through Oct 24, 2026.

Mowery & Schoenfeld, LLC

EIN 36-4111140-accounting-Latest filing 2025
Plans
2
Retirement
1
$25.6M assets
Health & Benefits
1
$1.9M premiums
Participants
347
475 HALF DAY ROAD, SUITE 500 - LINCOLNSHIRE, IL 60069847-247-8959msllc.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401(k)-$25.6M - 195 part#501Fully insured-$1.9M - 302 lives

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

Benefits portfolio analytics

1 plan / $1.9M premiums / 302 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Other$141K
  • Dental$130K
  • Life$130K
  • Long-term disability$130K
  • +1 more
Total $1.9M7 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

MOWERY & SCHOENFELD, LLC 401(K) PLAN

401(k)

Assets$25.6M
Participants195
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MOWERY & SCHOENFELD EMPLOYEE WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.9M
Covered lives302
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MOWERY & SCHOENFELD, LLC 401(K) PLAN401(k)$25.6M1952025
  • MOWERY & SCHOENFELD, LLC 401(K) PLAN$25.6M
    #001 · 401(k) · 2025195

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MOWERY & SCHOENFELD EMPLOYEE WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$1.9M3022025
  • MOWERY & SCHOENFELD EMPLOYEE WELFARE BENEFIT PLAN$1.9M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025302
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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