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Sponsor portfolio

MARKQUART, INC.

EIN 39-1391993-Latest filing 2025
Plans
2
Retirement
1
$32.2M assets
Welfare
1
$18K premiums
Participants
650
P.O. BOX 1528 - EAU CLAIRE, WI 547021528715-833-0444markquartrvhallie.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$32.2M - 520 part#502Fully Insured-$18K - 125 lives

Benefits portfolio analytics

1 plan / $18K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$18K
  • Other$18K
Total $18K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $18K1 slice

Broker market share

Schedule A broker compensation

Split broker
86%top
  • 5GBENEFITS LLC86%
  • MARSH & MCLENNAN AGENCY LLC14%
Total $3K2 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

MARKQUART, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$32.2M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARKQUART INC GROUP TERM LIFE, ACC DEATH AND DISMEMB DEP LIFE PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$18K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MARKQUART, INC. 401(K) PROFIT SHARING PLAN401k$32.2M5202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARKQUART INC GROUP TERM LIFE, ACC DEATH AND DISMEMB DEP LIFE PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$18K1252025
Retirement plans
Welfare plans
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