Fundz
Fundz
Benefits Intelligence/Broker Directory/Illinois

Chicago

Westchester, IL

Chicago of Westchester, IL is the broker of record on 14 Form 5500 Schedule A filings covering 13 employer benefit plans, with $0 in reported broker commissions (plan year 2025).

Employer clients
13
distinct plan sponsors
Schedule A filings
14
States served
1
Reported commissions
$0
plan year 2025
Reported fees
$13,132

Quick answer

Chicago (Westchester, IL) is the broker of record for 13 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Chicago have?
Chicago is named as broker on Form 5500 Schedule A filings for 13 distinct plan sponsors.
Who are Chicago's largest employer clients?
By plan participants, the largest include Progressive Housing, Inc. (370 participants), Tapestry 360 Health (246 participants) and Easter Seals Dupage And The Fox Valley Region (138 participants).
Where is Chicago located?
Chicago is based in Westchester, IL.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Chicago on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Progressive Housing, Inc.IL3702024-12-31
Tapestry 360 HealthIL2462024-12-31
Easter Seals Dupage And The Fox Valley RegionIL1382025-12-31
10 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.