Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$428K
- Short-term disability$428K
- Long-term disability$428K
- Other$428K
- Vision$24K
Sponsor portfolio
OAKLEAF CLINICS, INC.
EIN 27-4563392medical practiceLatest filing 2025
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$452K premiums
Participants
831
2403 FOLSOM STREET - EAU CLAIRE, WI 54703715-895-6969oakleafclinics.comLinkedIn501-1000 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $452K premiums / 390 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA95%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
55%top
- GCG FINANCIAL LLC55%
- J A COUNTER AND ASSOCIATES INC35%
- WATCHTOWER BENEFITS, LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OAKLEAF CLINICS, INC. PROFIT SHARING PLAN
401k
Assets$49.2M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
OAKLEAF CLINICS, INC. WRAP PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$452K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OAKLEAF CLINICS, INC. PROFIT SHARING PLAN | 401k | $49.2M | 441 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | OAKLEAF CLINICS, INC. WRAP PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $452K | 390 | 2025 |
Retirement plans
Welfare plans