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Sponsor portfolioTH

ATTIC ANGEL ASSOCIATION

EIN 39-0854841-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$8.5M assets
Welfare
2
$1.8M premiums
Participants
404
8301 OLD SAUK ROAD - MIDDLETON, WI 53562608-662-8842LinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#002401k-$8.5M - 293 part#510Fully Insured-$1.6M - 187 lives#511Mixed-$170K - 111 lives

Benefits portfolio analytics

2 plans / $1.8M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Other$88K
  • Dental$73K
  • Vision$9K
Total $170K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA52%
  • DELTA DENTAL OF CALIFORNIA43%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $170K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • M3 INSURANCE SOLUTIONS INC55%
  • THE CARSON GROUP INC41%
  • WATCHTOWER BENEFITS, LLC4%
Total $28K3 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

ATTIC ANGEL ASSOCIATION 401(K) RETIREMENT PLAN

401k

Assets$8.5M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ATTIC ANGEL BENEFIT PLAN

Fully Insured - DEAN HEALTH PLAN INC

Premiums$1.6M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

ATTIC ANGEL BENEFITS PLAN

Mixed - GUARDIAN

Premiums$170K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ATTIC ANGEL ASSOCIATION 401(K) RETIREMENT PLAN401k$8.5M2932024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ATTIC ANGEL BENEFIT PLANFully InsuredDEAN HEALTH PLAN INC$1.6M1872024
511ATTIC ANGEL BENEFITS PLANMixedGUARDIAN$170K1112025
Retirement plans
Welfare plans
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