Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Dental$141K
- Short-term disability$44K
Filings through .
Wegner CPAS, LLP
EIN 39-0974031accountingLatest filing 2025
Plans
2
Retirement
1
$38.0M assets
Health & Benefits
1
$2.2M premiums
Participants
399
2921 LANDMARK PLACE, SUITE 300 - MADISON, WI 53713608-274-4020wegnercpas.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.2M premiums / 300 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
WEGNER CPAS, LLP SALARY SAVINGS PLAN
401(k)
Assets$38.0M
Participants219
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WEGNER CPAS, LLP WELFARE BENEFIT PLAN
Fully insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$2.2M
Covered lives300
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | WEGNER CPAS, LLP SALARY SAVINGS PLAN | 401(k) | $38.0M | 219 | 2025 |
- #003 · 401(k) · 2025219
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2025300
Retirement plans
Health & Benefits plans