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Sponsor portfolio

BADER RUTTER & ASSOCIATES, INC.

EIN 39-1184935-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$37.0M assets
Welfare
1
$390K premiums
Participants
476
1433 NORTH WATER STREET SUITE 100 - MILWAUKEE, WI 53202262-784-7200
Plans on this EIN
2 filings
#001401k-$37.0M - 315 part#504Mixed-$390K - 155 lives

Benefits portfolio analytics

1 plan / $390K premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$287K
  • Short-term disability$41K
  • Life$23K
  • Long-term disability$23K
  • Vision$14K
  • Other$9K
Total $390K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • HCC LIFE INSURANCE COMPANY74%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
  • VISION SERVICE PLAN4%
Total $390K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BADER RUTTER RETIREMENT PLAN

401k

Assets$37.0M
Participants315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

BADER RUTTER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$390K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BADER RUTTER RETIREMENT PLAN401k$37.0M3152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504BADER RUTTER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$390K1552025
Retirement plans
Welfare plans
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