PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. MICHAEL BEST & FRIEDRICH, LLP
Sponsor portfolio

MICHAEL BEST & FRIEDRICH, LLP

EIN 39-0934985-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
4
Retirement
3
$409.0M assets
Welfare
1
$2.3M premiums
Participants
2,166
790 N. WATER STREET, SUITE 2500 - MILWAUKEE, WI 53202262-956-6520
Plans on this EIN
4 filings
#001401k-$321.2M - 1,016 part#003TraditionalDB-$62.8M - 337 part#004CashBalance-$25.0M - 111 part#501Fully Insured-$2.3M - 984 lives

Retirement portfolio analytics

3 plans aggregated / $409.0M assets / 1,464 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • BEST 401K PLAN (#001)79%
  • FRIEDRICH EMPLOYEES' PENSION (#003)15%
  • CASH BALANCE PLAN (#004)6%
Total $409.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BEST 401K PLAN (#001)1,016
  • FRIEDRICH EMPLOYEES' PENSION (#003)337
  • CASH BALANCE PLAN (#004)111
Total 1,464Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 984 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$892K
  • Prescription drug$892K
  • Dental$541K
  • Other$431K
  • Long-term disability$353K
  • Life$344K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
31%top
  • NORTHWESTERN MUTUAL31%
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION24%
  • DELTA DENTAL OF CALIFORNIA24%
  • SELECTHEALTH15%
  • RELIASTAR LIFE INSURANCE COMPANY4%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • THE HORTON GROUP37%
  • PATRICK J KOHLER22%
  • WILLIAM JOHN COLLINS15%
  • BRIAN P DIX15%
  • THE HOLTER AGENCY INC7%
  • +1 more
Total $168K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MICHAEL BEST 401K PLAN

401k

Assets$321.2M
Participants1,016
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$62.8M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MICHAEL BEST & FRIEDRICH LLP PARTNERS CASH BALANCE PLAN

CashBalance

Assets$25.0M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MICHAEL BEST & FRIEDRICH LLP EMPLOYEES WELFARE BENEFIT PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$2.3M
Covered lives984
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001MICHAEL BEST 401K PLAN401k$321.2M1,0162024
003MICHAEL BEST & FRIEDRICH EMPLOYEES' PENSION PLANTraditionalDB$62.8M3372024
004MICHAEL BEST & FRIEDRICH LLP PARTNERS CASH BALANCE PLANCashBalance$25.0M1112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MICHAEL BEST & FRIEDRICH LLP EMPLOYEES WELFARE BENEFIT PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$2.3M9842024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica