PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TEAM BELVEDERE, LLC
Sponsor portfolio

TEAM BELVEDERE, LLC

EIN 80-0959280-investment banking-Latest filing 2025
Plans
2
Retirement
1
$62.2M assets
Welfare
1
$3.6M premiums
Participants
742
10 SOUTH RIVERSIDE PLAZA, SUITE 2100 - CHICAGO, IL 60606312-893-3749LinkedIn201-500 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$62.2M - 420 part#501Fully Insured-$3.6M - 515 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Vision$104K
  • Life$104K
  • Long-term disability$104K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • DEARBORN LIFE INSURANCE COMPANY3%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ASSUREDPARTNERS98%
  • MARSH & MCLENNAN AGENCY LLC2%
Total $171K2 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

TEAM BELVEDERE LLC 401(K) PLAN

401k

Assets$62.2M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TEAM BELVEDERE, LLC GROUP BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.6M
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEAM BELVEDERE LLC 401(K) PLAN401k$62.2M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TEAM BELVEDERE, LLC GROUP BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$3.6M5152025
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