Form 5500 · Employee benefit plan · ROSEMONT, IL
WINTRUST FINANCIAL CORPORATION
WINTRUST FINANCIAL CORPORATION of ROSEMONT, IL files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-3873352 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 5,526 | December | $224,658 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,358 | December | $115,240 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 5,526 | December | $66,625 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,415 | December | $55,955 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,032 | December | $44,959 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 5,526 | December | $20,672 |
| METLIFE LEGAL PLANS | — | 521 | December | $13,417 |
Questions
Who is WINTRUST FINANCIAL CORPORATION's benefits broker?
Per its most recent Form 5500 Schedule A, WINTRUST FINANCIAL CORPORATION's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does WINTRUST FINANCIAL CORPORATION use?
WINTRUST FINANCIAL CORPORATION's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 7 disclosed carriers.
When does WINTRUST FINANCIAL CORPORATION's group plan renew?
The most recent Schedule A policy period for WINTRUST FINANCIAL CORPORATION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WINTRUST FINANCIAL CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.