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Sponsor portfolio

TRANSWESTERN COMMERCIAL SERVICES LLC

EIN 36-4232023-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$256.4M assets
Welfare
1
$2.2M premiums
Participants
4,295
200 WEST MADISON STREET,, SUITE 1200 - CHICAGO, IL 60606312-258-8809
Plans on this EIN
2 filings
#001401k-$256.4M - 2,608 part#501Fully Insured-$2.2M - 2,508 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 2,508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$717K
  • Health$657K
  • Short-term disability$337K
  • Long-term disability$296K
  • Vision$115K
  • Other$76K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA65%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • AETNA LIFE INSURANCE COMPANY5%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK0%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $71K1 slice

Plan deep-dives

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

TRANSWESTERN 401(K) PLAN

401k

Assets$256.4M
Participants2,608
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRANSWESTERN COMMERCIAL SERVICES COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2.2M
Covered lives2,508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRANSWESTERN 401(K) PLAN401k$256.4M2,6082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRANSWESTERN COMMERCIAL SERVICES COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2.2M2,5082024
Retirement plans
Welfare plans
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