Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$42K
- Short-term disability$42K
- Long-term disability$42K
- Other$42K
- Vision$12K
Sponsor portfolioTH
BIRDSALL, VOSS & ASSOCIATES, INC.
EIN 39-1488409Latest filing 2025
Plans
2
Retirement
1
$31.3M assets
Welfare
1
$55K premiums
Participants
370
8909 N PORT WASHINGTON ROAD, SUITE 200 - MILWAUKEE, WI 53217414-228-1990
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $55K premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- UNITEDHEALTHCARE INSURANCE COMPANY78%
- VISION SERVICE PLAN22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN
401k
Assets$31.3M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
BIRDSALL, VOSS & ASSOCIATES, INC. WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$55K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIRDSALL, VOSS & ASSOCIATES, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | 401k | $31.3M | 241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | BIRDSALL, VOSS & ASSOCIATES, INC. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $55K | 126 | 2025 |
Retirement plans
Welfare plans