Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$56K
- Short-term disability$35K
- Other$18K
- Long-term disability$12K
- Life$9K
- Vision$7K
Sponsor portfolio
ADVOCAP, INC.
EIN 39-1053365individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$128K premiums
Participants
346
19 WEST FIRST STREET - FOND DU LAC, WI 549361108920-922-7760advocap.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $128K premiums / 95 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY51%
- DELTA DENTAL OF CALIFORNIA44%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- VIZANCE, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ADVOCAP, INC. RETIREMENT PLAN
401k
Assets$8.7M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
ADVOCAP, INC. WRAP PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$128K
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ADVOCAP, INC. RETIREMENT PLAN | 401k | $8.7M | 251 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | ADVOCAP, INC. WRAP PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $128K | 95 | 2025 |
Retirement plans
Welfare plans