Carrier market share
Premium dollars by Schedule A carrier
100%top
- NORTHWESTERN MUTUAL100%
Sponsor portfolio
SIU PHYSICIANS & SURGEONS
EIN 36-4143823Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$112.6M assets
Welfare
1
$466K premiums
Participants
673
201 E MADISON, SUITE 328 - SPRINGFIELD, IL 62702217-545-2110
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $466K premiums / 271 covered livesBundled
Broker market share
Schedule A broker compensation
34%top
- JAMES A SMITH34%
- DAVID PATRICK SCHEINA25%
- CHET DOUGLAS BANDY25%
- MCCLURE FNCL GROUP INC13%
- KURT MATTHEW DORNER3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIU P & S RETIREMENT PLAN
ProfitSharing
Assets$112.6M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY
Fully Insured - NORTHWESTERN MUTUAL
Premiums$466K
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIU P & S RETIREMENT PLAN | ProfitSharing | $112.6M | 402 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIU PHYSICIANS & SURGEONS, INC. LONG TERM DISABILITY | Fully Insured | NORTHWESTERN MUTUAL | $466K | 271 | 2024 |
Retirement plans
Welfare plans