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  1. Companies/
  2. WEST MONROE PARTNERS, INC.
Sponsor portfolio

WEST MONROE PARTNERS, INC.

EIN 46-1586202-Latest filing 2025
Plans
3
Retirement
2
$782.9M assets
Welfare
1
$1.4M premiums
Participants
5,484
311 WEST MONROE STREET, 14TH FLOOR - CHICAGO, IL 60606312-385-6158
Plans on this EIN
3 filings
#001401k-$726.7M - 2,489 part#002ProfitSharing-$56.2M - 1,354 part#501Mixed-$1.4M - 1,919 lives

Retirement portfolio analytics

2 plans aggregated / $782.9M assets / 3,843 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PARTNERS, INC. 401(K) (#001)93%
  • CAPITAL ACCUMULATION PLAN (#002)7%
Total $782.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERS, INC. 401(K) (#001)2,489
  • CAPITAL ACCUMULATION PLAN (#002)1,354
Total 3,843Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$544K
  • Long-term disability$335K
  • Life$212K
  • Health$146K
  • Vision$136K
  • Dental$60K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA40%
  • MODERN HEALTH28%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • VISION SERVICE PLAN9%
  • TRANSAMERICA LIFE INSURANCE COMPANY8%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • MARSH & MCLENNAN AGENCY LLC60%
  • GCG FINANCIAL LLC40%
Total $62K2 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

WEST MONROE PARTNERS, INC. 401(K) PLAN

401k

Assets$726.7M
Participants2,489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WEST MONROE PARTNERS, INC. FROZEN CAPITAL ACCUMULATION PLAN

ProfitSharing

Assets$56.2M
Participants1,354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEST MONROE PARTNERS, INC. WELFARE BENEFIT PLAN

Mixed - MODERN HEALTH ARIZONA, PLLC

Premiums$1.4M
Covered lives1,919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEST MONROE PARTNERS, INC. 401(K) PLAN401k$726.7M2,4892024
002WEST MONROE PARTNERS, INC. FROZEN CAPITAL ACCUMULATION PLANProfitSharing$56.2M1,3542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEST MONROE PARTNERS, INC. WELFARE BENEFIT PLANMixedMODERN HEALTH ARIZONA, PLLC$1.4M1,9192025
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