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Sponsor portfolio

SLIPSTREAM GROUP, INC.

EIN 39-1356152-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$1.5M premiums
Participants
358
431 CATALYST WAY - MADISON, WI 53719608-249-9322slipstreaminc.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$22.2M - 225 part#504Mixed-$1.5M - 131 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Other$108K
  • Life$85K
  • Short-term disability$85K
  • Long-term disability$85K
  • Vision$14K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • M3 INSURANCE SOLUTIONS INC98%
  • WATCHTOWER BENEFITS, LLC2%
Total $64K2 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

SLIPSTREAM 401(K) RETIREMENT PLAN

401k

Assets$22.2M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SLIPSTREAM BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SLIPSTREAM 401(K) RETIREMENT PLAN401k$22.2M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SLIPSTREAM BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.5M1312025
Retirement plans
Welfare plans
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