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Sponsor portfolioTH

AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I.

EIN 39-0273710-Finance and Insurance-Latest filing 2024
Plans
4
Retirement
2
$3.46B assets
Welfare
2
$30.0M premiums
Participants
49,072
6000 AMERICAN PARKWAY - MADISON, WI 537830001608-249-2111LinkedIn51-200 employees
Plans on this EIN
4 filings
#002401k-$2.19B - 16,692 part#001CashBalance-$1.26B - 16,185 part#501Mixed-$28.6M - 14,345 lives#520Fully Insured-$1.4M - 588 lives

Retirement portfolio analytics

2 plans aggregated / $3.46B assets / 32,877 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • AMERICAN FAMILY 401(K) (#002)63%
  • AMERICAN FAMILY PENSION (#001)37%
Total $3.46BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE63%
  • (Not disclosed)37%
Total $3.46BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICAN FAMILY 401(K) (#002)16,692
  • AMERICAN FAMILY PENSION (#001)16,185
Total 32,877Click row to drill in

Benefits portfolio analytics

2 plans / $30.0M premiums / 14,933 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.4M
  • Prescription drug$2.5M
  • Long-term disability$1.8M
  • Vision$1.5M
  • Other$293K
  • Life$202K
  • +1 more
Total $30.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • DEAN HEALTH PLAN INC42%
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN34%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • VISION SERVICE PLAN5%
  • +2 more
Total $30.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • WILLIS TOWERS WATSON US LLC81%
  • KME INSURANCE BROKERAGE, INC.19%
Total $241K2 slices

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, S.I. GROUP HEALTH AND WELFARE PLAN

Mixed - DEAN HEALTH PLAN INC

Premiums$28.6M
Covered lives14,345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. GROUP RETIREE-ONLY HEALTH PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMERICAN FAMILY 401(K) PLAN401k$2.19B16,6922024
001AMERICAN FAMILY PENSION PLANCashBalance$1.26B16,1852024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. GROUP HEALTH AND WELFARE PLANMixedDEAN HEALTH PLAN INC$28.6M14,3452024
520AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. GROUP RETIREE-ONLY HEALTH PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.4M5882024
Retirement plans
Welfare plans
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