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
Filings through .
Independence First, Inc.
EIN 39-1343425Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$19.0M assets
Health & Benefits
1
$1.9M premiums
Participants
2,129
540 S 1ST ST - MILWAUKEE, WI 532041605414-291-7520
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.9M premiums / 689 covered lives
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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
SAFE-HARBOR 403(B)THRIFT PLAN OF INDEPENDENCE FIRST, INC.
401(k)
Assets$19.0M
Participants1,564
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
INDEPENDENCEFIRST EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.9M
Covered lives689
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAFE-HARBOR 403(B)THRIFT PLAN OF INDEPENDENCE FIRST, INC. | 401(k) | $19.0M | 1,564 | 2025 |
- #001 · 401(k) · 20251,564
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INDEPENDENCEFIRST EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $1.9M | 689 | 2025 |
- #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025689
Retirement plans
Health & Benefits plans