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Sponsor portfolio

PITLIK & WICK, INC.

EIN 39-1086441-construction-Latest filing 2025
Plans
3
Retirement
1
$22.9M assets
Welfare
2
$407K premiums
Participants
508
8075 HIGHWAY D - EAGLE RIVER, WI 54521715-479-7488pitlikandwick.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$22.9M - 254 part#502Self Funded-$257K - 0 lives#503Mixed-$150K - 146 lives

Benefits portfolio analytics

2 plans / $407K premiums / 146 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$257K
  • Dental$86K
  • Life$56K
  • Other$56K
  • Vision$8K
Total $407K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • GREAT MIDWEST INSURANCE COMPANY63%
  • DELTA DENTAL OF CALIFORNIA21%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $407K4 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • M3 INSURANCE SOLUTIONS INC94%
  • WATCHTOWER TECHNOLOGIES INC6%
Total $14K2 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

PITLIK & WICK, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$22.9M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PITLIK & WICK, INC. GROUP HEALTH PLAN - HIGH DEDUCTIBLE HEALTH PLAN

Self Funded - GREAT MIDWEST INSURANCE COMPANY

Premiums$257K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PITLIK & WICK, INC. BENEFITS PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$150K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PITLIK & WICK, INC. 401(K) PROFIT SHARING PLAN401k$22.9M2542025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PITLIK & WICK, INC. GROUP HEALTH PLAN - HIGH DEDUCTIBLE HEALTH PLANSelf FundedGREAT MIDWEST INSURANCE COMPANY$257K02025
503PITLIK & WICK, INC. BENEFITS PLANMixedDELTA DENTAL OF WISCONSIN$150K1462025
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