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Sponsor portfolioTH

SERVER PRODUCTS, INC.

EIN 39-0792349-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$82K premiums
Participants
261
3601 PLEASANT HILL RD - RICHFIELD, WI 53076262-628-5636server-products.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#002401k-$19.9M - 157 part#512Mixed-$82K - 102 lives

Benefits portfolio analytics

1 plan / $82K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$73K
  • Life$61K
  • Short-term disability$61K
  • Long-term disability$61K
  • Health$12K
  • Vision$10K
Total $82K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY74%
  • UNITED HEALTHCARE INSURANCE COMPANY14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
Total $82K3 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ANSAY & ASSOCIATES LLC53%
  • FMLASOURCE INC39%
  • BROWN & BROWN INSURANCE SERVICES8%
Total $5K3 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

SERVER PRODUCTS, INC. EMPLOYEES 401(K) RETIREMENT PLAN

401k

Assets$19.9M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

SERVER PRODUCTS INC BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$82K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SERVER PRODUCTS, INC. EMPLOYEES 401(K) RETIREMENT PLAN401k$19.9M1572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512SERVER PRODUCTS INC BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$82K1022025
Retirement plans
Welfare plans
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