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  2. Bader Rutter & Associates, Inc.
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Filings through Oct 24, 2026.

Bader Rutter & Associates, Inc.

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

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

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
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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

BADER RUTTER RETIREMENT PLAN

401(k)

Assets$37.0M
Participants315
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

BADER RUTTER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$390K
Covered lives155
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BADER RUTTER RETIREMENT PLAN401(k)$37.0M3152025
  • BADER RUTTER RETIREMENT PLAN$37.0M
    #001 · 401(k) · 2025315

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504BADER RUTTER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$390K1552025
  • BADER RUTTER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN$390K
    #504 · Mixed · HCC LIFE INSURANCE COMPANY · 2025155
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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