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  5. MARQUETTE ASSOCIATES, INC.

MARQUETTE ASSOCIATES, INC.

Company Details

Entity Name: MARQUETTE ASSOCIATES, INC.
Jurisdiction: Illinois
Entity Type: Corporation - Domestic BCA
Status: Goodstanding
Date Formed: 31 Dec 1986
Company Number: CORP_54500076
File Number: 54500076
Type of Business: All Inclusive Purpose
Address 150 N WACKER DR 1900, CHICAGO, IL, 60606
Place of Formation: ILLINOIS

Central Index Key

CIK number Mailing Address Business Address Phone
2042617 180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601 180 NORTH LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601 312-527-5500

Filings since 2024-11-14
Form type 13F-HR
File number 028-24474
Filing date 2024-11-14
Reporting date 2024-09-30
File View File

Filings since 2024-11-14
Form type 13F-HR
File number 028-24474
Filing date 2024-11-14
Reporting date 2024-06-30
File View File

Filings since 2024-11-14
Form type 13F-HR
File number 028-24474
Filing date 2024-11-14
Reporting date 2024-03-31
File View File

Filings since 2024-11-14
Form type 13F-HR
File number 028-24474
Filing date 2024-11-14
Reporting date 2023-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2023 363485298 2024-10-08 MARQUETTE ASSOCIATES, INC. 67
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2022 363485298 2023-10-11 MARQUETTE ASSOCIATES, INC. 63
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2021 363485298 2022-10-11 MARQUETTE ASSOCIATES, INC. 90
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES INC. HEALTH & WELFARE PLAN 2020 363485298 2022-04-28 MARQUETTE ASSOCIATES, INC. 106
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1990-01-01
Business code 541990
Sponsor’s telephone number 3128551213
Plan sponsor’s mailing address 180 N. LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601
Plan sponsor’s address 180 N. LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601

Number of participants as of the end of the plan year
Active participants 122

Signature of
Role Plan administrator
Date 2022-04-25
Name of individual signing JEREMY DUBIN
Valid signature Filed with authorized/valid electronic signature
MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2020 363485298 2021-10-07 MARQUETTE ASSOCIATES, INC. 82
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES INC. HEALTH & WELFARE PLAN 2019 363485298 2021-07-14 MARQUETTE ASSOCIATES, INC. 100
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1990-01-01
Business code 541990
Sponsor’s telephone number 3128551213
Plan sponsor’s mailing address 180 N. LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601
Plan sponsor’s address 180 N. LASALLE STREET, SUITE 3500, CHICAGO, IL, 60601

Number of participants as of the end of the plan year
Active participants 106

Signature of
Role Plan administrator
Date 2021-07-14
Name of individual signing JEREMY DUBIN
Valid signature Filed with authorized/valid electronic signature
MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2019 363485298 2020-10-14 MARQUETTE ASSOCIATES, INC. 70
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES, INC. CASH BALANCE PENSION PLAN 2018 363485298 2019-10-11 MARQUETTE ASSOCIATES, INC. 56
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2013-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2018 363485298 2019-10-11 MARQUETTE ASSOCIATES, INC. 115
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 525100
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE SREET SUITE 3500, CHICAGO, IL, 60601
MARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS AND RETIREMENT PLAN 2017 363485298 2018-10-09 MARQUETTE ASSOCIATES, INC. 101
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 523900
Sponsor’s telephone number 3125275500
Plan sponsor’s address 180 NORTH LASALLE STREET, SUITE 350, CHICAGO, IL, 60601

Agent

Name and Address Role Appointment Date
THOMAS R HILL, 20 N CLARK ST STE 1700, CHICAGO, 60602, COOK-NOT IN CITY OF CHICAGO Agent 2016-11-17

President

Name and Address Role Account Number
NAT KELLOGG 3511 N BELL CHICAGO IL 60618 President No data
Nat Kellogg President 58423

Secretary

Name and Address Role Account Number
TIMOTHY HAMANN 1916 LAKE CHARLES DRIVE VERNON HILLS IL 60061 Secretary No data
Timothy Hamann Secretary 58423

CEO

Name and Address Role Account Number
BRIAN WRUBEL CEO 58423

License

License Type License Number Status License Code License Description Business Activity Date Issued Effective Date Expiration Date
BUSINESS LICENSE 1873522 Issued 1010 Limited Business License 897 - Financial Services Commercial Office 2022-08-09 2022-09-16 2024-09-15
BUSINESS LICENSE 1403706 Cancelled 1010 Limited Business License No data 2006-11-14 2006-11-16 2007-11-15
BUSINESS LICENSE 59776 Cancelled 1010 Limited Business License No data 2003-03-17 2003-02-16 2004-02-15

Shares

Class Series Voting Rights Authorized Shares Issued Shares Par Value
COMMON No data Voting Rights 2000 478748 No data

Related by officers

No related officers

Related by address

150 N WACKER DR 1900, CHICAGO, IL, 60606

TMA CHICAGO/MIDWEST MEMORIAL SCHOLARSHIP FOUNDATION

Date of last update: 23 Jan 2025

Sources: Illinois Office of the Secretary of State

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