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Sponsor portfolio

BDT CAPITAL PARTNERS, LLC

EIN 80-0395967-Latest filing 2025
Plans
2
Retirement
1
$168.7M assets
Welfare
1
$1.6M premiums
Participants
1,128
401 N. MICHIGAN AV., SUITE 3100 - CHICAGO, IL 60611312-660-7300bdtcap.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$168.7M - 630 part#501Mixed-$1.6M - 1,066 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,066 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$797K
  • Dental$756K
  • Vision$448K
  • Life$448K
  • Long-term disability$448K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • BLUE CROSS OF CALIFORNIA49%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA29%
  • ARMADACARE21%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • HUB INTERNATIONAL MIDWEST LIMITED94%
  • SBR SERVICES LLC4%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $276K3 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

BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN

401k

Assets$168.7M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BDT CAPITAL PARTNERS, LLC

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.6M
Covered lives1,066
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN401k$168.7M6302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BDT CAPITAL PARTNERS, LLCMixedBLUECROSS BLUESHIELD OF ILLINOIS$1.6M1,0662025
Retirement plans
Welfare plans
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