PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PALMER HAMILTON, LLC
Sponsor portfolio

PALMER HAMILTON, LLC

EIN 20-1201862-furniture-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$176K premiums
Participants
449
143 SOUTH JACKSON ST. - ELKHORN, WI 53121262-723-8200palmerhamilton.comLinkedIn51-200 employeesfurniture
Plans on this EIN
2 filings
#001401k-$6.9M - 241 part#503Mixed-$176K - 143 lives

Benefits portfolio analytics

1 plan / $176K premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$108K
  • Life$53K
  • Short-term disability$53K
  • Other$53K
  • Vision$15K
Total $176K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • DELTA DENTAL OF CALIFORNIA61%
  • HARTFORD LIFE AND ACCIDENT30%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $176K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • M3 INSURANCE SOLUTIONS INC96%
  • WATCHTOWER BENEFITS, LLC4%
Total $19K2 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

PALMER HAMILTON LLC 401(K) PLAN

401k

Assets$6.9M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PALMER HAMILTON, LLC WELFARE PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$176K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALMER HAMILTON LLC 401(K) PLAN401k$6.9M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PALMER HAMILTON, LLC WELFARE PLANMixedDELTA DENTAL OF WISCONSIN$176K1432025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica