Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$1.5M
- Life$130K
- Short-term disability$130K
- Long-term disability$130K
- Other$130K
- +1 more
Sponsor portfolio
CORPORATE GROUP, INC.
EIN 39-1532865investment managementLatest filing 2025
Plans
2
Retirement
1
$24.9M assets
Welfare
1
$1.6M premiums
Participants
603
7123 CALUMET ROAD - MILWAUKEE, WI 53223414-355-7740corporategroupinc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.6M premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
- UNITED OF OMAHA LIFE INSURANCE COMPANY8%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CORPORATE GROUP, INC. 401(K) PLAN
401k
Assets$24.9M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#550
CORPORATE GROUP SELF-FUNDED HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$1.6M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CORPORATE GROUP, INC. 401(K) PLAN | 401k | $24.9M | 475 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 550 | CORPORATE GROUP SELF-FUNDED HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $1.6M | 307 | 2025 |
Retirement plans
Welfare plans