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  2. Executive Director, Inc.
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Filings through Oct 24, 2026.

Executive Director, Inc.

EIN 39-0992016-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$37.1M assets
Health & Benefits
1
$3.8M premiums
Participants
750
555 E. WELLS ST, SUITE 1100 - MILWAUKEE, WI 53202414-276-6445execinc.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401(k)-$37.1M - 419 part#501Fully insured-$3.8M - 410 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $3.8M premiums / 410 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Other$151K
  • Dental$151K
  • Vision$151K
  • Life$116K
  • +2 more
Total $3.8M8 rows
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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#001

EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN

401(k)

Assets$37.1M
Participants419
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

EXECUTIVE DIRECTOR INC HEALTH AND WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF WISCONSIN

Premiums$3.8M
Covered lives410
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN401(k)$37.1M4192025
  • EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN$37.1M
    #001 · 401(k) · 2025419

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501EXECUTIVE DIRECTOR INC HEALTH AND WELFARE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF WISCONSIN$3.8M4102025
  • EXECUTIVE DIRECTOR INC HEALTH AND WELFARE BENEFIT PLAN$3.8M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF WISCONSIN · 2025410
Retirement plans
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