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Sponsor portfolioTH

QUARLES & BRADY LLP

EIN 39-0432630-law practice-Latest filing 2025
Plans
3
Retirement
2
$601.2M assets
Welfare
1
$3.3M premiums
Participants
2,713
411 E. WISCONSIN AVENUE - MILWAUKEE, WI 532024428414-277-5000quarles.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$594.3M - 1,524 part#003CashBalance-$6.9M - 93 part#507Fully Insured-$3.3M - 1,456 lives

Retirement portfolio analytics

2 plans aggregated / $601.2M assets / 1,617 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • LLP RETIREMENT PLAN (#002)99%
  • CASH BALANCE PLAN (#003)1%
Total $601.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • THE VANGUARD GROUP, INC.99%
  • (Not disclosed)1%
Total $601.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT PLAN (#002)1,524
  • CASH BALANCE PLAN (#003)93
Total 1,617Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 1,456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$916K
  • Prescription drug$916K
  • Long-term disability$812K
  • Short-term disability$733K
  • Dental$713K
  • Life$569K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
28%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION28%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY22%
  • DELTA DENTAL OF CALIFORNIA21%
  • SUN LIFE ASSURANCE COMPANY OF CANADA17%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +3 more
Total $3.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • BYRNE, BYRNE AND COMPANY29%
  • AON CONSULTING INC28%
  • MERCER HEALTH AND BENEFITS, LLC17%
  • BENEFITSTORE INC12%
  • STEVEN GARDINER6%
  • +3 more
Total $127K8 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

QUARLES & BRADY LLP RETIREMENT PLAN

401k

Assets$594.3M
Participants1,524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

QUARLES & BRADY LLP CASH BALANCE PLAN

CashBalance

Assets$6.9M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

QUARLES & BRADY LP WELFARE BENEFIT PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$3.3M
Covered lives1,456
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002QUARLES & BRADY LLP RETIREMENT PLAN401k$594.3M1,5242025
003QUARLES & BRADY LLP CASH BALANCE PLANCashBalance$6.9M932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507QUARLES & BRADY LP WELFARE BENEFIT PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$3.3M1,4562025
Retirement plans
Welfare plans
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