Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$182K
- Dental$178K
- Life$178K
- Short-term disability$178K
- Long-term disability$178K
- Vision$8K
Sponsor portfolio
KAHLER SLATER, INC.
EIN 39-1099621Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$190K premiums
Participants
301
790 NORTH WATER STREET - MILWAUKEE, WI 53202414-272-2000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $190K premiums / 131 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- SUN LIFE ASSURANCE COMPANY OF CANADA94%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- ESI EMPLOYEE ASSISTANCE GROUP2%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KAHLER SLATER 401(K) SAVINGS PLAN
401k
Assets$25.4M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAHLER SLATER WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$190K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAHLER SLATER 401(K) SAVINGS PLAN | 401k | $25.4M | 170 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAHLER SLATER WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $190K | 131 | 2025 |
Retirement plans
Welfare plans