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  2. Kahler Slater, Inc.
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kahler Slater, Inc.

EIN 39-1099621-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$29.5M assets
Health & Benefits
1
$190K premiums
Participants
303
790 N. WATER STREET SUITE 1700 - MILWAUKEE, WI 53202414-290-3764
Plans on this EIN
2 filings
#001401(k)-$29.5M - 172 part#501Mixed-$190K - 131 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $190K premiums / 131 covered lives

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
Total $190K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KAHLER SLATER 401(K) SAVINGS PLAN

401(k)

Assets$29.5M
Participants172
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KAHLER SLATER WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$190K
Covered lives131
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KAHLER SLATER 401(K) SAVINGS PLAN401(k)$29.5M1722025
  • KAHLER SLATER 401(K) SAVINGS PLAN$29.5M
    #001 · 401(k) · 2025172

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KAHLER SLATER WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$190K1312025
  • KAHLER SLATER WRAP PLAN$190K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025131
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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