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  1. Companies/
  2. Transform Midco LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Transform Midco LLC

EIN 83-3374195-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$209.7M assets
Health & Benefits
1
$20.9M premiums
Participants
7,882
5407 TRILLIUM BLVD., SUITE B120 - HOFFMAN ESTATES, IL 60192847-286-2500
Plans on this EIN
3 filings
#001401(k)-$207.9M - 4,239 part#003401(k)-$1.8M - 75 part#501Fully insured-$20.9M - 4,266 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $209.7M assets / 4,314 participants

Assets by plan

Share of aggregate retirement assets

  • TRANSFORM 401(K) Savings (#001)$207.9M
  • PUERTO RICO Savings (#003)$1.8M
Total $209.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRANSFORM 401(K) Savings (#001)4,239
  • PUERTO RICO Savings (#003)75
Total 4,314Select a row to open it

Benefits portfolio analytics

1 plan / $20.9M premiums / 4,266 covered lives

Coverage 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
Total $20.9M8 rows
See carrier and broker market share with Pro.
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TRANSFORM 401(K) SAVINGS PLAN

401(k)

Assets$207.9M
Participants4,239
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

TRANSFORM PUERTO RICO SAVINGS PLAN

401(k)

Assets$1.8M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TRANSFORM HEALTH AND WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$20.9M
Covered lives4,266
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TRANSFORM 401(K) SAVINGS PLAN401(k)$207.9M4,2392025
#003TRANSFORM PUERTO RICO SAVINGS PLAN401(k)$1.8M752025
  • TRANSFORM 401(K) SAVINGS PLAN$207.9M
    #001 · 401(k) · 20254,239
  • TRANSFORM PUERTO RICO SAVINGS PLAN$1.8M
    #003 · 401(k) · 202575

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TRANSFORM HEALTH AND WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF ILLINOIS$20.9M4,2662025
  • TRANSFORM HEALTH AND WELFARE PLAN$20.9M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF ILLINOIS · 20254,266
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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