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Sponsor portfolio

HABUSH HABUSH & ROTTIER, S.C.

EIN 39-1272599-law practice-Latest filing 2025
Plans
3
Retirement
1
$60.1M assets
Welfare
2
$677K premiums
Participants
426
150 E. GILMAN SUITE 2000 - MADISON, WI 53703608-255-6663habush.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#003401k-$60.1M - 198 part#501Mixed-$677K - 125 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $677K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$501K
  • Life$177K
  • Long-term disability$177K
  • Other$177K
Total $677K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA74%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
Total $677K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • M3 INSURANCE SOLUTIONS INC55%
  • WATCHTOWER TECHNOLOGIES INC22%
  • C2 CENTRIC LLC15%
  • UMR, INC.8%
Total $34K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HABUSH HABUSH & ROTTIER, S.C. 401(K) SAVINGS PLAN

401k

Assets$60.1M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HABUSH, HABUSH & ROTTIER, SC. TERM LIFE INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$677K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HABUSH, HABUSH & ROTTIER, SC DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HABUSH HABUSH & ROTTIER, S.C. 401(K) SAVINGS PLAN401k$60.1M1982025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HABUSH, HABUSH & ROTTIER, SC. TERM LIFE INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$677K1252025
502HABUSH, HABUSH & ROTTIER, SC DENTAL PLANSelf Funded-$002025
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