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Sponsor portfolio

RILEY SAFER HOLMES & CANCILA LLP

EIN 81-1258466-law practice-Latest filing 2025
Plans
3
Retirement
2
$46.0M assets
Welfare
1
$3.0M premiums
Participants
430
1 SOUTH DEARBORN, SUITE 2200 - CHICAGO, IL 60603312-471-8700rshc-law.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$41.3M - 169 part#002401k-$4.7M - 95 part#501Fully Insured-$3.0M - 229 lives

Retirement portfolio analytics

2 plans aggregated / $46.0M assets / 264 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • CANCILA RETIREMENT PLAN (#001)90%
  • ASSOCIATE RETIREMENT PLAN (#002)10%
Total $46.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • MERRILL LYNCH PIERCE FENNER & SMITH90%
  • (Not disclosed)10%
Total $46.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CANCILA RETIREMENT PLAN (#001)169
  • ASSOCIATE RETIREMENT PLAN (#002)95
Total 264Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$2.4M
  • Other$489K
  • Life$457K
  • Short-term disability$457K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • KAISER FOUNDATION HEALTH PLAN INC3%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • GALLAGHER BENEFIT SERVICES, INC.85%
  • CENTRO BENEFITS RESEARCH LLC13%
  • THE HORTON GROUP2%
  • MARSH & MCLENNAN AGENCY LLC0%
  • SCOTT CLAYTON0%
Total $159K5 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

RILEY SAFER HOLMES & CANCILA RETIREMENT PLAN

401k

Assets$41.3M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RILEY SAFER HOLMES & CANCILA ASSOCIATE RETIREMENT PLAN

401k

Assets$4.7M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RILEY SAFER HOLMES & CANCILA LLP WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.0M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RILEY SAFER HOLMES & CANCILA RETIREMENT PLAN401k$41.3M1692024
002RILEY SAFER HOLMES & CANCILA ASSOCIATE RETIREMENT PLAN401k$4.7M952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RILEY SAFER HOLMES & CANCILA LLP WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.0M2292025
Retirement plans
Welfare plans
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