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Sponsor portfolio

AXLEY LLP

EIN 39-0804160-Latest filing 2025
Plans
2
Retirement
1
$92.0M assets
Welfare
1
$1.5M premiums
Participants
261
2 EAST MIFFLIN STREET, SUITE 200 - MADISON, WI 53701608-257-5661
Plans on this EIN
2 filings
#002401k-$92.0M - 156 part#501Fully Insured-$1.5M - 142 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Life$83K
  • Other$83K
  • Long-term disability$73K
  • Dental$57K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN86%
  • STANDARD INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • M3 INSURANCE SOLUTIONS INC74%
  • ZIMDARS COMPANY INC16%
  • M3 INS SOLUTIONS INC10%
Total $36K3 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

AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN

401k

Assets$92.0M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AXLEY LLP WRAP PLAN

Fully Insured - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN

Premiums$1.5M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AXLEY BRYNELSON, LLP 401(K) SAVINGS & PROFIT SHARING PLAN401k$92.0M1562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AXLEY LLP WRAP PLANFully InsuredGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN$1.5M1422025
Retirement plans
Welfare plans
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