Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRANSFORM MIDCO LLC
EIN 83-3374195Latest filing 2025
Plans
3
Retirement
2
$214.9M assets
Welfare
1
$20.9M premiums
Participants
9,167
5407 TRILLIUM BOULEVARD, SUITE B120 - HOFFMAN ESTATES, IL 60192847-286-2500
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $214.9M assets / 5,599 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $20.9M premiums / 4,266 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$18.0M
- Dental$1.9M
- Other$1.2M
- Life$1.1M
- Prescription drug$463K
- Long-term disability$444K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
72%top
- BLUE CROSS OF CALIFORNIA72%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- KAISER FOUNDATION HEALTH PLAN INC7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- TRIPLE S SALUD, INC.2%
- +3 more
Broker market share
Schedule A broker compensation
75%top
- STRATEGIC NON-MEDICAL SOLUTIONS LLC75%
- AON CONSULTING INC18%
- BSC AGENCY LLC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRANSFORM 401(K) SAVINGS PLAN
401k
Assets$212.1M
Participants5,404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TRANSFORM PUERTO RICO SAVINGS PLAN
401k
Assets$2.8M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRANSFORM HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS
Premiums$20.9M
Covered lives4,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRANSFORM 401(K) SAVINGS PLAN | 401k | $212.1M | 5,404 | 2024 | |
| 003 | TRANSFORM PUERTO RICO SAVINGS PLAN | 401k | $2.8M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRANSFORM HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF ILLINOIS | $20.9M | 4,266 | 2025 |
Retirement plans
Welfare plans