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Sponsor portfolioTH

BC ZIEGLER & COMPANY

EIN 39-0727640-Latest filing 2025
Plans
7
Retirement
1
$107.6M assets
Welfare
6
$2.4M premiums
Participants
948
ONE NORTH WACKER DRIVE, SUITE 2000 - CHICAGO, IL 60606312-263-0110
Plans on this EIN
7 filings
#002401k-$107.6M - 299 part#515Fully Insured-$2.2M - 267 lives#514Fully Insured-$115K - 210 lives#516Fully Insured-$63K - 210 lives#510Fully Insured-$48K - 210 lives#517Fully Insured-$15K - 191 lives#501Fully Insured-$750 - 171 lives

Benefits portfolio analytics

6 plans / $2.4M premiums / 1,259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$115K
  • Other$63K
  • Life$63K
  • Long-term disability$48K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $4K1 slice

Plan deep-dives

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

ZIEGLER 401(K) RETIREMENT PLAN

401k

Assets$107.6M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

BC ZIEGLER & COMPANY BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$2.2M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$115K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

ACCIDENTAL DEATH AND DISMEMBERMENT

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$63K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

LONG TERM DISABILITY

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$48K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

VISION PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$15K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

B.C. ZIEGLER BUSINESS TRAVEL

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$750
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ZIEGLER 401(K) RETIREMENT PLAN401k$107.6M2992024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
515BC ZIEGLER & COMPANY BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$2.2M2672025
514DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$115K2102025
516ACCIDENTAL DEATH AND DISMEMBERMENTFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$63K2102025
510LONG TERM DISABILITYFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$48K2102025
517VISION PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$15K1912025
501B.C. ZIEGLER BUSINESS TRAVELFully InsuredHARTFORD LIFE AND ACCIDENT$7501712025
Retirement plans
Welfare plans
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