PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SMITHBUCKLIN CORPORATION
Sponsor portfolioTH

SMITHBUCKLIN CORPORATION

EIN 41-2078828-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$242.5M assets
Welfare
1
$4.4M premiums
Participants
1,770
330 N. WABASH AVENUE, SUITE 2000 - CHICAGO, IL 60611312-673-5978smithbucklin.comLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filings
#003ESOP-$242.5M - 1,106 part#503Mixed-$4.4M - 880 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 880 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$4.0M
  • Other$404K
  • Life$387K
  • Short-term disability$387K
  • Long-term disability$387K
  • Vision$46K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA1%
  • TELUS HEALTH (US) LTD.0%
  • +1 more
Total $4.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ALLIANT INSURANCE SERVICES, INC.82%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
  • MESIROW INSURANCE SERVICES INC4%
  • BENEFIT ADVISORS SERVICES GROUP LLC2%
Total $162K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SMITHBUCKLIN EMPLOYEE RETIREMENT PLAN

ESOP

Assets$242.5M
Participants1,106
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SMITHBUCKLIN CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$4.4M
Covered lives880
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SMITHBUCKLIN EMPLOYEE RETIREMENT PLANESOP$242.5M1,1062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SMITHBUCKLIN CORPORATION EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$4.4M8802024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica