Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Life$136K
- Short-term disability$106K
- Long-term disability$106K
- Other$40K
- Vision$37K
- +1 more
Sponsor portfolio
HEITMAN LLC
EIN 36-4263867financial servicesLatest filing 2025
Plans
2
Retirement
1
$90.9M assets
Welfare
1
$4.6M premiums
Participants
706
110 N WACKER DRIVE, STE 4000 - CHICAGO, IL 60606312-855-5700heitman.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.6M premiums / 512 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- VISION SERVICE PLAN1%
- UNITEDHEALTHCARE INSURANCE COMPANY1%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
62%top
- DIGITAL INSURANCE LLC62%
- AXION RMS LTD32%
- CROWN RISK MANAGEMENT, LLC6%
- WATCH TOWER TECHNOLOGIES INC1%
- WATCHTOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN
401k
Assets$90.9M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEITMAN LLC EMPLOYEE BENEFITS INSURANCE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$4.6M
Covered lives512
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | 401k | $90.9M | 411 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEITMAN LLC EMPLOYEE BENEFITS INSURANCE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $4.6M | 512 | 2025 |
Retirement plans
Welfare plans