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Sponsor portfolio

COST OF WISCONSIN, INC.

EIN 39-1089478-Construction-Latest filing 2025
Plans
4
Retirement
1
$13.7M assets
Welfare
3
$118K premiums
Participants
514
4201 HIGHWAY P - JACKSON, WI 53037262-677-6060
Plans on this EIN
4 filings
#001401k-$13.7M - 206 part#504Fully Insured-$63K - 152 lives#503Fully Insured-$55K - 75 lives#502Self Funded-0 lives

Benefits portfolio analytics

3 plans / $118K premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$63K
  • Short-term disability$63K
  • Long-term disability$63K
  • Other$63K
  • Dental$55K
Total $118K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
  • DELTA DENTAL OF CALIFORNIA47%
Total $118K2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • M3 INSURANCE SOLUTIONS INC86%
  • THE CASON GROUP INC11%
  • WATCHTOWER BENEFITS, LLC3%
Total $16K3 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

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

401k

Assets$13.7M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

COST OF WISCONSIN, INC. EMPLOYEE GROUP LIFE AND LTD

Fully Insured - GUARDIAN

Premiums$63K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COST OF WISCONSIN, INC. EMPLOYEE DENTAL/VISION

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$55K
Covered lives75
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COST OF WISCONSIN, INC. EMPLOYEE HEALTH CARE PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COST OF WISCONSIN, INC. 401(K) PROFIT SHARING PLAN401k$13.7M2062025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504COST OF WISCONSIN, INC. EMPLOYEE GROUP LIFE AND LTDFully InsuredGUARDIAN$63K1522025
503COST OF WISCONSIN, INC. EMPLOYEE DENTAL/VISIONFully InsuredDELTA DENTAL OF WISCONSIN$55K752025
502COST OF WISCONSIN, INC. EMPLOYEE HEALTH CARE PLANSelf Funded-$002025
Retirement plans
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