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

IDM GROUP, LLC

EIN 26-1285320-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$5K premiums
Participants
187
2800 ROYAL AVE., SUITE 213 - MADISON, WI 53713608-819-3075
Plans on this EIN
2 filings
#001401k-$1.8M - 79 part#501Fully Insured-$5K - 98 lives

Benefits portfolio analytics

1 plan / $5K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$5K
  • Other$5K
Total $5K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $5K1 slice

Broker market share

Schedule A broker compensation

Split broker
98%top
  • M3 INSURANCE SOLUTIONS INC98%
  • WATCHTOWER BENEFITS, LLC2%
Total $7K2 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

IDM GROUP 401(K) PLAN

401k

Assets$1.8M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IDM GROUP LIFE PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$5K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IDM GROUP 401(K) PLAN401k$1.8M792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IDM GROUP LIFE PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5K982025
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