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Sponsor portfolio

SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM, INC.

EIN 39-1053511-government administration-Latest filing 2024
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$1.2M premiums
Participants
302
201 S. IOWA ST - DODGEVILLE, WI 53533608-935-2326swcap.orgLinkedIn51-200 employeesgovernment administration
Plans on this EIN
2 filings
#001403b-$4.2M - 155 part#501Fully Insured-$1.2M - 146 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$135K
  • Vision$135K
  • Life$135K
  • Short-term disability$135K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION89%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA11%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • TRICOR LLC76%
  • GIS BENEFITS INC12%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS12%
Total $56K3 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

SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN

403b

Assets$4.2M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWCAP - SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC. BENEFIT PLAN INC.

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.2M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN403b$4.2M1552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWCAP - SOUTHWESTERN WISCONSIN COMMUNITY ACTION PROGRAM INC. BENEFIT PLAN INC.Fully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.2M1462024
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