Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$280K
- Life$280K
- Short-term disability$280K
- Long-term disability$280K
- Other$280K
Sponsor portfolio
OPTIONS IN COMMUNITY LIVING, INC.
EIN 39-1373054non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.9M premiums
Participants
443
551 GRAND OAK TRAIL - MADISON, WI 53714608-249-1585optionsmadison.comLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN85%
- PRINCIPAL LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
57%top
- BRAD JAKEL57%
- INSURANCE & INVESTMENT PROFESSIONAL43%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OPTIONS IN COMMUNITY LIVING 401(K) PLAN
401k
Assets$3.9M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OPTIONS IN COMMUNITY LIVING, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN
Premiums$1.9M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OPTIONS IN COMMUNITY LIVING 401(K) PLAN | 401k | $3.9M | 267 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OPTIONS IN COMMUNITY LIVING, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN | $1.9M | 206 | 2025 |
Retirement plans
Welfare plans