PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. CHICAGO MERCANTILE EXCHANGE, INC.
Sponsor portfolio

CHICAGO MERCANTILE EXCHANGE, INC.

EIN 36-4340266-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$1.45B assets
Welfare
1
$5.7M premiums
Participants
9,621
20 SOUTH WACKER DRIVE - CHICAGO, IL 60606312-930-1000
Plans on this EIN
3 filings
#002401k-$1.08B - 3,737 part#001CashBalance-$368.7M - 3,557 part#501Mixed-$5.7M - 4,490 lives

Retirement portfolio analytics

2 plans aggregated / $1.45B assets / 7,294 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. 401(K) Savings (#002)75%
  • MERCANTILE EXCHANGE, INC. (#001)25%
Total $1.45BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)3,737
  • MERCANTILE EXCHANGE, INC. (#001)3,557
Total 7,294Click row to drill in

Benefits portfolio analytics

1 plan / $5.7M premiums / 4,490 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Dental$2.2M
  • Life$1.8M
  • Long-term disability$720K
  • Vision$345K
  • Health$127K
  • +1 more
Total $5.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • METROPOLITAN LIFE INSURANCE COMPANY52%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY37%
  • VISION SERVICE PLAN6%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY4%
  • JOHN HANCOCK LIFE INSURANCE COMPANY2%
  • +1 more
Total $5.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MERCER HEALTH AND BENEFITS, LLC88%
  • BENEFITSTORE INC10%
  • MARSH & MCLENNAN AGENCY LLC2%
  • THE JAMES B OSWALD COMPANY0%
Total $159K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN

401k

Assets$1.08B
Participants3,737
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC.

CashBalance

Assets$368.7M
Participants3,557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHICAGO MERCANTILE EXCHANGE INC. EMPLOYEE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$5.7M
Covered lives4,490
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHICAGO MERCANTILE EXCHANGE, INC. 401(K) SAVINGS PLAN401k$1.08B3,7372024
001PENSION PLAN FOR EMPLOYEES OF THE CHICAGO MERCANTILE EXCHANGE, INC.CashBalance$368.7M3,5572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHICAGO MERCANTILE EXCHANGE INC. EMPLOYEE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$5.7M4,4902024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica