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Sponsor portfolioTH

EPPSTEIN UHEN ARCHITECTS, INC.

EIN 39-1370336-Latest filing 2025
Plans
2
Retirement
1
$50.8M assets
Welfare
1
$2.9M premiums
Participants
589
333 E CHICAGO ST - MILWAUKEE, WI 532025881414-271-5350
Plans on this EIN
2 filings
#001401k-$50.8M - 336 part#510Mixed-$2.9M - 251 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 251 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Short-term disability$77K
  • Life$51K
  • Long-term disability$43K
  • Vision$25K
Total $2.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • M3 INSURANCE SOLUTIONS INC99%
  • C2 CENTRIC LLC1%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $127K3 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

EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN

401k

Assets$50.8M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

EPPSTEIN UHEN ARCHITECTS, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.9M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPPSTEIN UHEN ARCHITECTS, INC. 401K SAVINGS PLAN401k$50.8M3362024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510EPPSTEIN UHEN ARCHITECTS, INC. EMPLOYEE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.9M2512025
Retirement plans
Welfare plans
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