Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
GTCR LLC
EIN 90-0615667financial servicesLatest filing 2025
Plans
3
Retirement
2
$101.5M assets
Welfare
1
$3.8M premiums
Participants
590
300 NORTH LASALLE STREET, SUITE 5600 - CHICAGO, IL 60654312-382-3400gtcr.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $101.5M assets / 393 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.8M premiums / 444 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Dental$443K
- Life$443K
- Short-term disability$443K
- Long-term disability$443K
- Other$443K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GTCR 401(K) PLAN
401k
Assets$56.0M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GTCR RETIREMENT PLAN
MoneyPurchase
Assets$45.5M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
GTCR LLC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$3.8M
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GTCR 401(K) PLAN | 401k | $56.0M | 291 | 2024 | |
| 001 | GTCR RETIREMENT PLAN | MoneyPurchase | $45.5M | 102 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | GTCR LLC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $3.8M | 444 | 2025 |
Retirement plans
Welfare plans