Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Other$177K
- Life$166K
- Short-term disability$166K
- Long-term disability$166K
- Vision$8K
Sponsor portfolio
INDEPENDENCEFIRST
EIN 39-1343425Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.9M premiums
Participants
2,114
540 SOUTH 1ST STREET - MILWAUKEE, WI 532041605414-291-7525
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 689 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- SUN LIFE ASSURANCE COMPANY OF CANADA9%
- AURORA HEALTHCARE1%
- HUMANA INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF INDEPENDENCEFIRST
401k
Assets$17.5M
Participants1,549
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INDEPENDENCEFIRST EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF INDEPENDENCEFIRST | 401k | $17.5M | 1,549 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INDEPENDENCEFIRST EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 689 | 2025 |
Retirement plans
Welfare plans