Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$695K
- Prescription drug$695K
- Dental$39K
- Other$21K
- Life$14K
- Vision$6K
- +1 more
Sponsor portfolio
STAPLES & ASSOCIATES, INC.
EIN 20-8988427Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$895K premiums
Participants
218
N28 W23050 ROUNDY DR. SUITE 100 - PEWAUKEE, WI 53072262-522-8900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $895K premiums / 101 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- AETNA LIFE INSURANCE COMPANY91%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- UNITED CONCORDIA INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
94%top
- IMA, INC.94%
- FMLASOURCE INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STAPLES & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$1.7M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STAPLES & ASSOCIATES EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$895K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STAPLES & ASSOCIATES, INC. 401(K) PLAN | 401k | $1.7M | 113 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STAPLES & ASSOCIATES EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $895K | 101 | 2025 |
Retirement plans
Welfare plans