Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$144K
- Short-term disability$144K
- Long-term disability$144K
- Other$144K
- Dental$73K
- Vision$14K
Sponsor portfolio
A.B. DATA, LTD.
EIN 39-1398000management consultingLatest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$230K premiums
Participants
584
600 A B DATA DRIVE - MILWAUKEE, WI 532174931414-961-6360LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $230K premiums / 244 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY62%
- DELTA DENTAL OF CALIFORNIA31%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN
401k
Assets$22.2M
Participants338
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A.B. DATA, LTD. WELFARE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$230K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN | 401k | $22.2M | 338 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A.B. DATA, LTD. WELFARE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $230K | 244 | 2025 |
Retirement plans
Welfare plans