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GRANT THORNTON ADVISORS LLC

EIN 99-1856619-accounting-Latest filing 2025
Plans
3
Retirement
2
$2.21B assets
Welfare
1
$8.3M premiums
Participants
36,221
171 N. CLARK STREET, SUITE 200 - CHICAGO, IL 60601312-602-8310grantthornton.comLinkedIn5001-10000 employeesaccounting
Plans on this EIN
3 filings
#001401k-$1.69B - 12,383 part#004CashBalance-$528.1M - 17,013 part#509Mixed-$8.3M - 8,322 lives

Retirement portfolio analytics

2 plans aggregated / $2.21B assets / 29,396 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • LLC 401(K) Savings (#001)76%
  • EMPLOYEES' RETIREMENT PLAN (#004)24%
Total $2.21BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • CHARLES SCHWAB & CO., INC.76%
  • (Not disclosed)24%
Total $2.21BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#004)17,013
  • LLC 401(K) Savings (#001)12,383
Total 29,396Click row to drill in

Benefits portfolio analytics

1 plan / $8.3M premiums / 8,322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.5M
  • Long-term disability$2.6M
  • Health$2.0M
  • Prescription drug$2.0M
  • Life$1.9M
  • Vision$1.1M
  • +1 more
Total $8.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
25%top
  • METROPOLITAN LIFE INSURANCE COMPANY25%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY15%
  • WESTPORT INSURANCE CORPORATION10%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • +3 more
Total $8.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • MERCER HEALTH AND BENEFITS, LLC43%
  • GBS INSURANCE AND FINANCIAL SERVICE35%
  • GALLAGHER BENEFIT SERVICES, INC.15%
  • THE LEADERS GROUP INC6%
  • GREGORY A MCROBERTS1%
  • +3 more
Total $520K8 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

GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN

401k

Assets$1.69B
Participants12,383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GRANT THORNTON ADVISORS LLC EMPLOYEES' RETIREMENT PLAN

CashBalance

Assets$528.1M
Participants17,013
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

GRANT THORNTON ADVISORS LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA

Premiums$8.3M
Covered lives8,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRANT THORNTON ADVISORS LLC 401(K) SAVINGS PLAN401k$1.69B12,3832024
004GRANT THORNTON ADVISORS LLC EMPLOYEES' RETIREMENT PLANCashBalance$528.1M17,0132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509GRANT THORNTON ADVISORS LLC HEALTH AND WELFARE BENEFITS PLANMixedBERKSHIRE LIFE INSURANCE COMPANY OF AMERICA$8.3M8,3222025
Retirement plans
Welfare plans
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