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Sponsor portfolio

MCQUADE FINANCIAL GROUP LLC

EIN 81-0767326-insurance-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$124K premiums
Participants
242
1 N WACKER DR., SUITE 4600 - CHICAGO, IL 60606312-641-8909LinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$6.0M - 87 part#509Fully Insured-$124K - 155 lives

Benefits portfolio analytics

1 plan / $124K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$135K
  • Long-term disability$135K
Total $135K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • NORTHWESTERN MUTUAL100%
Total $135K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • JACK RUSHING75%
  • MANAGING PARTNER25%
Total $16K2 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

MCQUADE FINANCIAL GROUP LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$6.0M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#509

MCQUADE FINANCIAL GROUP DISABILITY PLANS

Fully Insured - NORTHWESTERN MUTUAL

Premiums$124K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCQUADE FINANCIAL GROUP LLC 401(K) AND PROFIT SHARING PLAN401k$6.0M872025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509MCQUADE FINANCIAL GROUP DISABILITY PLANSFully InsuredNORTHWESTERN MUTUAL$124K1552025
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