Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$298K
- Dental$57K
- Life$44K
- Long-term disability$44K
- Other$44K
- Vision$10K
Sponsor portfolio
SPAULDING CLINICAL RESEARCH
EIN 26-0647166researchLatest filing 2024
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$409K premiums
Participants
230
525 S. SILVERBROOK DRIVE - WEST BEND, WI 53095262-334-6020spauldingclinical.comLinkedIn51-200 employeesresearch
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $409K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- HCC LIFE INSURANCE COMPANY73%
- DELTA DENTAL OF CALIFORNIA14%
- HARTFORD LIFE AND ACCIDENT11%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
75%top
- M3 INSURANCE SOLUTIONS INC75%
- NATIONAL ENROLLMENT PARTNERS LLC13%
- KELSEY STACKS7%
- WATCHTOWER BENEFITS, LLC4%
- WATCHTOWER TECHNOLOGIES INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SPAULDING CLINICAL RESEARCH 401(K) PLAN
401k
Assets$5.0M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SPAULDING CLINICAL RESEARCH, LLC EMPLOYEE BENEFITS PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$409K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SPAULDING CLINICAL RESEARCH 401(K) PLAN | 401k | $5.0M | 131 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SPAULDING CLINICAL RESEARCH, LLC EMPLOYEE BENEFITS PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $409K | 102 | 2024 |
Retirement plans
Welfare plans