Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.4M
- Short-term disability$125K
- Long-term disability$123K
- Life$70K
- Other$52K
- Vision$39K
Sponsor portfolio
BONE & JOINT CLINIC, S.C.
EIN 39-1130341Latest filing 2025
Plans
2
Retirement
1
$44.7M assets
Welfare
1
$1.8M premiums
Participants
634
225000 HUMMINGBIRD RD, SUITE 100 - WAUSAU, WI 54401715-393-0336
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 442 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- SYMETRA LIFE INSURANCE COMPANY80%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- NORTHWESTERN MUTUAL7%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- ASSURITY LIFE INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
44%top
- BENEFIT PLAN ADMIN OF EAU CLAIRE44%
- HUB INTERNATIONAL MIDWEST LIMITED37%
- ANSAY & ASSOCIATES LLC13%
- JEROD THOMAS SPAETH4%
- MARQUARDT INSURANCE GROUP INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
BONE & JOINT CLINIC, S.C. 401(K) PLAN
401k
Assets$44.7M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BONE & JOINT CLINIC, S.C. WELFARE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | BONE & JOINT CLINIC, S.C. 401(K) PLAN | 401k | $44.7M | 365 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BONE & JOINT CLINIC, S.C. WELFARE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $1.8M | 442 | 2025 |
Retirement plans
Welfare plans