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Sponsor portfolio

LEVENFELD PEARLSTEIN, LLC

EIN 36-4271298-law practice-Latest filing 2025
Plans
5
Retirement
3
$64.9M assets
Welfare
2
$9.4M premiums
Participants
560
120 S RIVERSIDE PLAZA SUITE 1800 - CHICAGO, IL 60606312-476-7561lplegal.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
5 filings
#001401k-$38.5M - 137 part#002401k-$18.4M - 87 part#003CashBalance-$8.0M - 128 part#503Fully Insured-$4.8M - 394 lives#501Fully Insured-$4.6M - 385 lives

Retirement portfolio analytics

3 plans aggregated / $64.9M assets / 352 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • STAFF RETIREMENT PLAN (#001)59%
  • ATTORNEY RETIREMENT PLAN (#002)28%
  • CASH BALANCE PLAN (#003)12%
Total $64.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
59%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY59%
  • (Not disclosed)41%
Total $64.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#001)137
  • CASH BALANCE PLAN (#003)128
  • ATTORNEY RETIREMENT PLAN (#002)87
Total 352Click row to drill in

Benefits portfolio analytics

2 plans / $9.4M premiums / 779 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Vision$397K
  • Life$397K
  • Short-term disability$397K
  • Long-term disability$397K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
Total $4.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HUB INTERNATIONAL MIDWEST LIMITED88%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
  • GARRY L JOHNSON & ASSOCIATES INC3%
Total $268K3 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

LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN

401k

Assets$38.5M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEVENFELD PEARLSTEIN ATTORNEY RETIREMENT PLAN

401k

Assets$18.4M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEVENFELD PEARLSTEIN, LLC CASH BALANCE PLAN

CashBalance

Assets$8.0M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LEVENFELD PEARLSTEIN, LLC WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.8M
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP LONG TERM DISABILITY, SHORT TERM DISABILITY, LIFE AND AD&D PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.6M
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN401k$38.5M1372024
002LEVENFELD PEARLSTEIN ATTORNEY RETIREMENT PLAN401k$18.4M872024
003LEVENFELD PEARLSTEIN, LLC CASH BALANCE PLANCashBalance$8.0M1282024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LEVENFELD PEARLSTEIN, LLC WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.8M3942025
501GROUP LONG TERM DISABILITY, SHORT TERM DISABILITY, LIFE AND AD&D PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$4.6M3852024
Retirement plans
Welfare plans
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