Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.7M
- Life$2.3M
- Long-term disability$2.3M
- Health$486K
- Prescription drug$486K
- Vision$281K
Sponsor portfolio
WIPFLI LLP
EIN 39-0758449management consultingLatest filing 2025
Plans
2
Retirement
1
$810.7M assets
Welfare
1
$3.5M premiums
Participants
5,839
500 N FIRST STREET, SUITE 7000 - WAUSAU, WI 544034887715-845-3111wipfli.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 2,364 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA66%
- KAISER FOUNDATION HEALTH PLAN INC14%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
- EMPLOYEE NETWORK, INC.3%
- +1 more
Broker market share
Schedule A broker compensation
67%top
- MERCER HEALTH AND BENEFITS, LLC67%
- GALLAGHER BENEFIT SERVICES, INC.30%
- STRATEGIC NON-MEDICAL SOLUTION3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WIPFLI LLP 401(K) PROFIT SHARING PLAN
401k
Assets$810.7M
Participants3,457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WIPFLI LLP WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$3.5M
Covered lives2,364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIPFLI LLP 401(K) PROFIT SHARING PLAN | 401k | $810.7M | 3,457 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WIPFLI LLP WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3.5M | 2,364 | 2024 |
Retirement plans
Welfare plans