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Sponsor portfolio

LOOP CAPITAL MARKETS, LLC

EIN 36-4164012-Latest filing 2025
Plans
2
Retirement
1
$51.8M assets
Welfare
1
$4.8M premiums
Participants
621
425 SOUTH FINANCIAL PLACE, SUITE 2700 - CHICAGO, IL 60605312-356-5839
Plans on this EIN
2 filings
#001401k-$51.8M - 352 part#502Fully Insured-$4.8M - 524 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Dental$4.5M
  • Other$241K
  • Life$231K
  • Long-term disability$231K
  • Vision$20K
Total $4.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • MESIROW INSURANCE SERVICES INC1%
  • IMG0%
Total $186K3 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

LOOP CAPITAL MARKETS, LLC 401(K) PLAN & TRUST

401k

Assets$51.8M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LOOP CAPITAL MARKETS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.8M
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOOP CAPITAL MARKETS, LLC 401(K) PLAN & TRUST401k$51.8M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LOOP CAPITAL MARKETS, LLC EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.8M5242025
Retirement plans
Welfare plans
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