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MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP

EIN 36-4116391-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
5
Retirement
1
$104.7M assets
Welfare
4
$2.4M premiums
Participants
512
300 SOUTH WACKER DRIVE - CHICAGO, IL 606066709312-913-0001
Plans on this EIN
5 filings
#001401k-$104.7M - 162 part#501Fully Insured-$2.1M - 167 lives#504Fully Insured-$96K - 208 lives#502Fully Insured-$80K - 95 lives#503Fully Insured-$71K - 95 lives

Benefits portfolio analytics

4 plans / $2.4M premiums / 565 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$96K
  • Short-term disability$80K
  • Long-term disability$80K
  • Life$71K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • LOCKTON COMPANIES, LLC89%
  • HARPER AND ASSOCIATES7%
  • BSP GROUP BENEFITS INC5%
Total $114K3 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

MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN

401k

Assets$104.7M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.1M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$96K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP DISABILITY INCOME PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$80K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP LIFE INSURANCE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$71K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCDONNELL BOEHNEN HULBERT & BERGHOFF 401(K) AND PROFIT SHARING PLAN401k$104.7M1622024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.1M1672024
504MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$96K2082024
502MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP DISABILITY INCOME PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$80K952024
503MCDONNELL BOEHNEN HULBERT & BERGHOFF LLP LIFE INSURANCE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$71K952024
Retirement plans
Welfare plans
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