PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JAECKLE WHOLESALE, INC
Sponsor portfolioTH

JAECKLE WHOLESALE, INC

EIN 39-0987893-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$849K premiums
Participants
226
4101 OWL CREEK DRIVE - MADISON, WI 53718608-838-5313
Plans on this EIN
2 filings
#001401k-$12.3M - 133 part#504Mixed-$849K - 91 lives

Benefits portfolio analytics

1 plan / $849K premiums / 91 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$839K
  • Vision$7K
  • Life$3K
  • Long-term disability$3K
  • Other$3K
Total $849K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN70%
  • UNITEDHEALTHCARE INSURANCE COMPANY29%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $849K4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • HAUSMANN GROUP INC72%
  • JOHNSON, MICHAEL28%
Total $76K2 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

JAECKLE WHOLESALE, INC. 401(K) SAVINGS PLAN

401k

Assets$12.3M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

JAECKLE DISTRIBUTORS WRAP PLAN

Mixed - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN

Premiums$849K
Covered lives91
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAECKLE WHOLESALE, INC. 401(K) SAVINGS PLAN401k$12.3M1332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504JAECKLE DISTRIBUTORS WRAP PLANMixedGROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN$849K912025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica