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
Sponsor portfolio
M3 INSURANCE SOLUTIONS, INC.
EIN 39-1141360Latest filing 2025
Plans
2
Retirement
1
$116.7M assets
Welfare
1
$3.3M premiums
Participants
1,098
828 JOHN NOLEN DRIVE - MADISON, WI 53713608-288-2804
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 466 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION60%
- STANDARD INSURANCE COMPANY18%
- HCC LIFE INSURANCE COMPANY18%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- +2 more
Broker market share
Schedule A broker compensation
92%top
- M3 INSURANCE SOLUTIONS INC92%
- AGIS NETWORK INSURANCE SERVICE5%
- C2 CENTRIC LLC1%
- JENNON CARUTH1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
M3 RETIREMENT SAVINGS PLAN
401k
Assets$116.7M
Participants621
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
M3 INSURANCE SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$3.3M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | M3 RETIREMENT SAVINGS PLAN | 401k | $116.7M | 621 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | M3 INSURANCE SOLUTIONS, INC. EMPLOYEE BENEFITS PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $3.3M | 466 | 2025 |
Retirement plans
Welfare plans