PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Levenfeld Pearlstein, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Levenfeld Pearlstein, LLC

EIN 36-4271298-law practice-Latest filing 2025
Plans
5
Retirement
3
$78.9M assets
Health & Benefits
2
$9.4M premiums
Participants
611
120 S RIVERSIDE PLAZA, SUITE 1800 - CHICAGO, IL 60606312-476-7591lplegal.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
5 filings
#001401(k)-$48.0M - 154 part#002401(k)-$21.6M - 105 part#003Cash balance-$9.3M - 144 part#503Fully insured-$4.8M - 394 lives#501Fully insured-$4.6M - 385 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $78.9M assets / 403 participants

Assets by plan

Share of aggregate retirement assets

  • STAFF RETIREMENT PLAN (#001)$48.0M
  • ATTORNEY RETIREMENT PLAN (#002)$21.6M
  • CASH BALANCE PLAN (#003)$9.3M
Total $78.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$48.0M
  • (Not disclosed)$30.9M
Total $78.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#001)154
  • CASH BALANCE PLAN (#003)144
  • ATTORNEY RETIREMENT PLAN (#002)105
Total 403Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN

401(k)

Assets$48.0M
Participants154
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

LEVENFELD PEARLSTEIN ATTORNEY RETIREMENT PLAN

401(k)

Assets$21.6M
Participants105
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

LEVENFELD PEARLSTEIN, LLC CASH BALANCE PLAN

Cash balance

Assets$9.3M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

LEVENFELD PEARLSTEIN, LLC WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.8M
Covered lives394
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

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

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.6M
Covered lives385
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN401(k)$48.0M1542025
#002LEVENFELD PEARLSTEIN ATTORNEY RETIREMENT PLAN401(k)$21.6M1052025
#003LEVENFELD PEARLSTEIN, LLC CASH BALANCE PLANCash balance$9.3M1442025
  • LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN$48.0M
    #001 · 401(k) · 2025154
  • LEVENFELD PEARLSTEIN ATTORNEY RETIREMENT PLAN$21.6M
    #002 · 401(k) · 2025105
  • LEVENFELD PEARLSTEIN, LLC CASH BALANCE PLAN$9.3M
    #003 · Cash balance · 2025144

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • LEVENFELD PEARLSTEIN, LLC WELFARE BENEFIT PLAN$4.8M
    #503 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025394
  • GROUP LONG TERM DISABILITY, SHORT TERM DISABILITY, LIFE AND AD&D PLAN$4.6M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2024385
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica