Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$141K
- Short-term disability$44K
Sponsor portfolio
WEGNER CPAS LLP
EIN 39-0974031accountingLatest filing 2025
Plans
2
Retirement
1
$32.2M assets
Welfare
1
$2.2M premiums
Participants
397
2921 LANDMARK PLACE, STE 300 - MADISON, WI 53713608-274-4020wegnercpas.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 300 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION91%
- DELTA DENTAL OF CALIFORNIA7%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
96%top
- ANSAY & ASSOCIATES LLC96%
- GIS BENEFITS INC3%
- BOON CHAPMAN BENEFIT ADMINISTRATORS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
WEGNER CPAS, LLP SALARY SAVINGS PLAN
401k
Assets$32.2M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WEGNER CPAS, LLP WELFARE BENEFIT PLAN
Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.2M
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | WEGNER CPAS, LLP SALARY SAVINGS PLAN | 401k | $32.2M | 217 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WEGNER CPAS, LLP WELFARE BENEFIT PLAN | Fully Insured | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $2.2M | 300 | 2025 |
Retirement plans
Welfare plans