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  2. VIERBICHER ASSOCIATES, INC.
Sponsor portfolio

VIERBICHER ASSOCIATES, INC.

EIN 39-1366289-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.2M premiums
Participants
252
201 E. MAIN STREET, SUITE 100 - REEDSBURG, WI 53959608-402-6392
Plans on this EIN
2 filings
#001401k-$18.1M - 145 part#501Fully Insured-$1.2M - 130 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$844K
  • Dental$63K
  • Life$55K
  • Short-term disability$55K
  • Long-term disability$55K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION68%
  • WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION22%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • M3 INSURANCE SOLUTIONS INC83%
  • BRANDON D VEIT15%
  • WATCHTOWER BENEFITS, LLC2%
Total $38K3 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

VIERBICHER ASSOCIATES, INC. 401(K) PLAN

401k

Assets$18.1M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIERBICHER ASSOCIATES HEALTH AND WELFARE PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.2M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VIERBICHER ASSOCIATES, INC. 401(K) PLAN401k$18.1M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIERBICHER ASSOCIATES HEALTH AND WELFARE PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.2M1302025
Retirement plans
Welfare plans
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