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Sponsor portfolio

FAMILY SERVICES OF NORTHEAST WI INC

EIN 39-0827320-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$2.8M premiums
Participants
701
300 CROOKS STREET, PO BOX 22308 - GREEN BAY, WI 54305920-436-4360familyservicesnew.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$15.0M - 456 part#502Mixed-$2.8M - 245 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Life$148K
  • Short-term disability$148K
  • Long-term disability$148K
  • Other$148K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $105K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN OF FAMILY SERVICES OF NORTHEAST WISCONSIN, INCORPORAT

403b

Assets$15.0M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EMPLOYEE WELFARE PLAN OF FAMILY SERVICES OF NORTHEAST WI INC

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN OF FAMILY SERVICES OF NORTHEAST WISCONSIN, INCORPORAT403b$15.0M4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EMPLOYEE WELFARE PLAN OF FAMILY SERVICES OF NORTHEAST WI INCMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.8M2452025
Retirement plans
Welfare plans
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