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  2. HIFFMAN SHAFFER ASSOCIATES, INC.
Sponsor portfolio

HIFFMAN SHAFFER ASSOCIATES, INC.

EIN 36-4333797-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$3.1M premiums
Participants
460
1 OAKBROOK TERRACE #600 - OAKBROOK TERRACE, IL 60181630-317-0707
Plans on this EIN
2 filings
#001401k-$11.8M - 240 part#501Mixed-$3.1M - 412 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Vision$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • DEARBORN LIFE INSURANCE COMPANY5%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • JAMES R NELLIGAN & ASSOCIATES LLC39%
  • AMWINS34%
  • HUB INTERNATIONAL MIDWEST LIMITED28%
Total $23K3 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

NAI HIFFMAN 401K PLAN

401k

Assets$11.8M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HIFFMAN SHAFFER ASSOCIATES, INC. HEALTH & WELFARE PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.1M
Covered lives412
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NAI HIFFMAN 401K PLAN401k$11.8M2402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HIFFMAN SHAFFER ASSOCIATES, INC. HEALTH & WELFARE PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$3.1M4122025
Retirement plans
Welfare plans
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