Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LATITUDE CORP.
EIN 36-3714613defense & spaceLatest filing 2025
Plans
4
Retirement
2
$28.7M assets
Welfare
2
$1.7M premiums
Participants
850
P.O. BOX 930340 - VERONA, WI 53593608-845-2600latitudecorp.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $28.7M assets / 413 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- TRANSAMERICA RETIREMENT SOLUTIONS57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.7M premiums / 288 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- Other$170K
- Vision$14K
Carrier market share
Premium dollars by Schedule A carrier
89%top
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN89%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
91%top
- SCHWARZ INSURANCE AGENCY INC91%
- BOON CHAPMAN BENEFIT ADMINISTRATORS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LATITUDE CORP. 401(K) PLAN
401k
Assets$16.2M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LATITUDE CORP. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$12.4M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LATITUDE CORP. BENEFIT PLAN
Mixed - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
Premiums$1.7M
Covered lives288
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
LATITUDE CORP. HEALTH REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LATITUDE CORP. 401(K) PLAN | 401k | $16.2M | 229 | 2024 | |
| 002 | LATITUDE CORP. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $12.4M | 184 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LATITUDE CORP. BENEFIT PLAN | Mixed | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $1.7M | 288 | 2025 | |
| 501 | LATITUDE CORP. HEALTH REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans