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
Sponsor portfolio
EXECUTIVE DIRECTOR, INC.
EIN 39-0992016non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$30.5M assets
Welfare
1
$3.8M premiums
Participants
748
555 E WELLS ST STE 1100 - MILWAUKEE, WI 53202414-276-6445execinc.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.8M premiums / 410 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- UNITEDHEALTHCARE INSURANCE COMPANY5%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
- NORTHWESTERN MUTUAL2%
Broker market share
Schedule A broker compensation
94%top
- WILLIS TOWERS WATSON US LLC94%
- MJ INSURANCE6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN
401k
Assets$30.5M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXECUTIVE DIRECTOR INC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF WISCONSIN
Premiums$3.8M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXECUTIVE DIRECTOR, INC. 401(K) RETIREMENT PLAN | 401k | $30.5M | 417 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXECUTIVE DIRECTOR INC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF WISCONSIN | $3.8M | 410 | 2025 |
Retirement plans
Welfare plans