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Sponsor portfolio

LEGAL ACTION OF WISCONSIN, INC.

EIN 39-1077192-law practice-Latest filing 2025
Plans
3
Retirement
1
$9.1M assets
Welfare
2
$1.9M premiums
Participants
383
633 WEST WISCONSIN AVE, SUITE 2000 - MILWAUKEE, WI 53203414-278-7777legalaction.orgLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$9.1M - 154 part#502Mixed-$1.9M - 159 lives#501Unknown-0 lives

Benefits portfolio analytics

2 plans / $1.9M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$323K
  • Vision$104K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION17%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • HUB INTERNATIONAL MIDWEST LIMITED91%
  • JAMES R NELLIGAN & ASSOCIATES LLC9%
Total $54K2 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

LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEGAL ACTION OF WISCONSIN

Mixed - COMPCARE HEALTH SERVICES INSURANCE CORPORATION

Premiums$1.9M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

LEGAL ACTION OF WISCONSIN, INC. SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGAL ACTION OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN401k$9.1M1542025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEGAL ACTION OF WISCONSINMixedCOMPCARE HEALTH SERVICES INSURANCE CORPORATION$1.9M1592025
501LEGAL ACTION OF WISCONSIN, INC. SECTION 105 HEALTH REIMBURSEMENT ARRANGEMENT PLANUnknown-$002024
Retirement plans
Welfare plans
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