Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.
EIN 39-0273710Latest filing 2025
Plans
4
Retirement
2
$3.46B assets
Welfare
2
$32.3M premiums
Participants
47,178
Retirement portfolio analytics
2 plans aggregated / $3.46B assets / 32,877 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
63%top
- GREAT-WEST LIFE & ANNUITY INSURANCE63%
- (Not disclosed)37%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $32.3M premiums / 12,815 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$2.8M
- Other$2.4M
- Long-term disability$1.6M
- Vision$1.5M
- Health$813K
- Life$217K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
41%top
- DEAN HEALTH PLAN INC41%
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN30%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- KAISER FOUNDATION HEALTH PLAN INC6%
- UNITED HEALTHCARE INSURANCE COMPANY6%
- +3 more
Broker market share
Schedule A broker compensation
84%top
- WILLIS TOWERS WATSON US LLC84%
- KME INSURANCE BROKERAGE, INC.9%
- AON CONSULTING INC7%
- MEG SULLIVAN1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMERICAN FAMILY 401(K) PLAN
401k
Assets$2.19B
Participants16,692
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMERICAN FAMILY PENSION PLAN
CashBalance
Assets$1.26B
Participants16,185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AMERICAN FAMILY MUTUAL INSURANCE COMPANY GROUP HEALTH AND WELFARE PLAN
Mixed - DEAN HEALTH PLAN INC
Premiums$30.5M
Covered lives12,265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
AMERICAN FAMILY MUTUAL INSURANCE COMPANY GROUP RETIREE-ONLY HEALTH PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives550
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMERICAN FAMILY 401(K) PLAN | 401k | $2.19B | 16,692 | 2024 | |
| 001 | AMERICAN FAMILY PENSION PLAN | CashBalance | $1.26B | 16,185 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY GROUP HEALTH AND WELFARE PLAN | Mixed | DEAN HEALTH PLAN INC | $30.5M | 12,265 | 2025 | |
| 520 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY GROUP RETIREE-ONLY HEALTH PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $1.8M | 550 | 2025 |
Retirement plans
Welfare plans