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  2. M3 Insurance Solutions, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

M3 Insurance Solutions, Inc.

EIN 39-1141360-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$140.2M assets
Health & Benefits
1
$3.3M premiums
Participants
1,134
828 JOHN NOLEN DRIVE, - MADISON, WI 53713608-288-2744
Plans on this EIN
2 filings
#001401(k)-$140.2M - 657 part#503Mixed-$3.3M - 466 lives

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

Benefits portfolio analytics

1 plan / $3.3M premiums / 466 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$2.0M
  • Stop-loss$593K
  • Long-term disability$311K
  • Other$261K
  • Life$229K
  • Vision$42K
Total $3.3M6 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

M3 RETIREMENT SAVINGS PLAN

401(k)

Assets$140.2M
Participants657
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

M3 INSURANCE SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$3.3M
Covered lives466
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001M3 RETIREMENT SAVINGS PLAN401(k)$140.2M6572025
  • M3 RETIREMENT SAVINGS PLAN$140.2M
    #001 · 401(k) · 2025657

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503M3 INSURANCE SOLUTIONS, INC. EMPLOYEE BENEFITS PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$3.3M4662025
  • M3 INSURANCE SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN$3.3M
    #503 · Mixed · QUARTZ HEALTH BENEFIT PLANS CORPORATION · 2025466
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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