Sponsor portfolio

IEWC HOLDINGS CORP

EIN 39-0987362wholesaleLatest filing 2025

Plans

Retirement

$280.2M assets

Welfare

$962K premiums

Participants

1,269

5001 S TOWNE DR - NEW BERLIN, WI 531517956262-957-1293iewc.comLinkedIn501-1000 employeeswholesale

Plans on this EIN

3 filings

#001ESOP-$246.5M - 370 part #002401k-$33.7M - 486 part #501Mixed-$962K - 656 lives

Retirement portfolio analytics

2 plans aggregated / $280.2M assets / 856 participants

Assets by plan

Share of aggregate retirement assets

88%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $962K premiums / 656 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$685K
Other$171K
Life$123K
Long-term disability$66K
Vision$40K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

71%top

BLUE CROSS OF CALIFORNIA71%
UNITED OF OMAHA LIFE INSURANCE COMPANY25%
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%

Broker market share

Schedule A broker compensation

Single broker

100%top

MARSH & MCLENNAN AGENCY LLC100%

Plan deep-dives

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

Retirement#001

IEWC CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$246.5M

Participants370

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

IEWC CORP. 401(K) PLAN

401k

Assets$33.7M

Participants486

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501