Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$586K
- Other$206K
- Life$177K
- Long-term disability$177K
- Vision$21K
Sponsor portfolio
ANSAY & ASSOCIATES, LLC
EIN 27-1304628insuranceLatest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$813K premiums
Participants
520
101 E GRAND AVE - PORT WASHINGTON, WI 530742245888-262-6729ansay.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $813K premiums / 251 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- SUN LIFE ASSURANCE COMPANY OF CANADA94%
- QBE INSURANCE4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
85%top
- GIS BENEFITS INC85%
- ANSAY & ASSOCIATES LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANSAY & ASSOCIATES, LLC 401(K) PLAN
401k
Assets$34.1M
Participants351
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANSAY & ASSOCIATES, LLC WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$813K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANSAY & ASSOCIATES, LLC 401(K) PLAN | 401k | $34.1M | 351 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANSAY & ASSOCIATES, LLC WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $813K | 251 | 2025 |
Retirement plans
Welfare plans