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Filings through Oct 24, 2026.

A.B. Data, Ltd.

EIN 39-1398000-management consulting-Latest filing 2025
Plans
2
Retirement
1
$27.2M assets
Health & Benefits
1
$230K premiums
Participants
546
600 A B DATA DRIVE - MILWAUKEE, WI 532174931414-961-6360LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#002401(k)-$27.2M - 300 part#501Mixed-$230K - 244 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $230K premiums / 244 covered lives

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
Total $230K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN

401(k)

Assets$27.2M
Participants300
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

A.B. DATA, LTD. WELFARE BENEFIT PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$230K
Covered lives244
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN401(k)$27.2M3002025
  • A.B. DATA GROUP RETIREMENT AND SAVINGS PLAN$27.2M
    #002 · 401(k) · 2025300

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501A.B. DATA, LTD. WELFARE BENEFIT PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$230K2442025
  • A.B. DATA, LTD. WELFARE BENEFIT PLAN$230K
    #501 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025244
Retirement plans
Health & Benefits plans

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