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Sponsor portfolio

STRAND ASSOCIATES, INC.

EIN 39-1020418-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$199.0M assets
Welfare
1
$8.8M premiums
Participants
1,118
910 WEST WINGRA DRIVE - MADISON, WI 537151943608-251-4843strandassociatesinc.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
2 filings
#002ProfitSharing-$199.0M - 571 part#506Fully Insured-$8.8M - 612 lives

Benefits portfolio analytics

1 plan / $8.8M premiums / 612 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.8M
  • Dental$460K
  • Other$449K
  • Life$345K
  • Long-term disability$345K
  • Vision$71K
Total $8.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • DELTA DENTAL OF CALIFORNIA5%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $8.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • BENEFIT WORKS LLC90%
  • THE BENEFITWORKS LLC10%
Total $230K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST

ProfitSharing

Assets$199.0M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

STRAND ASSOCIATES, INC. WRAP PLAN

Fully Insured - BLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422)

Premiums$8.8M
Covered lives612
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUSTProfitSharing$199.0M5712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506STRAND ASSOCIATES, INC. WRAP PLANFully InsuredBLUE CROSS & BLUE SHIELD OF WISCONSIN (BCBSW)(G0422)$8.8M6122025
Retirement plans
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