Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OCONOMOWOC RESIDENTIAL PROGRAMS, INC.
EIN 39-1510207medical practiceLatest filing 2025
Plans
3
Retirement
2
$126.9M assets
Welfare
1
$1.5M premiums
Participants
5,794
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $126.9M assets / 4,477 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 1,289 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$478K
- Dental$401K
- Other$366K
- Life$166K
- Long-term disability$121K
- Vision$106K
Carrier market share
Premium dollars by Schedule A carrier
66%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY66%
- DELTA DENTAL OF CALIFORNIA27%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
86%top
- M3 INSURANCE SOLUTIONS INC86%
- LOCKTON COMPANIES, LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MYPATH EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$87.6M
Participants2,267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MYPATH 401(K) RETIREMENT PLAN
401k
Assets$39.3M
Participants2,210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MYPATH EMPLOYEE BENEFIT PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.5M
Covered lives1,289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MYPATH EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $87.6M | 2,267 | 2024 | |
| 001 | MYPATH 401(K) RETIREMENT PLAN | 401k | $39.3M | 2,210 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MYPATH EMPLOYEE BENEFIT PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.5M | 1,289 | 2025 |
Retirement plans
Welfare plans