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Sponsor portfolioTH

VON BRIESEN & ROPER, S.C.

EIN 39-1576289-legal services-Latest filing 2025
Plans
3
Retirement
1
$171.2M assets
Welfare
2
$4.0M premiums
Participants
1,097
411 EAST WISCONSIN AVENUE, SUITE 1000 - MILWAUKEE, WI 532024461414-287-1479vonbriesen.comLinkedIn201-500 employeeslegal services
Plans on this EIN
3 filings
#002401k-$171.2M - 422 part#504Fully Insured-$3.7M - 410 lives#505Fully Insured-$280K - 265 lives

Benefits portfolio analytics

2 plans / $4.0M premiums / 675 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Other$295K
  • Life$280K
  • Long-term disability$280K
  • Dental$135K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION7%
  • DELTA DENTAL OF CALIFORNIA3%
  • VISION SERVICE PLAN1%
  • +3 more
Total $4.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • LOCKTON COMPANIES, LLC63%
  • HUB INTERNATIONAL MIDWEST LIMITED37%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VON BRIESEN & ROPER S.C. 401K PROFIT SHARING PLAN

401k

Assets$171.2M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

VON BRIESEN & ROPER, S.C. GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.7M
Covered lives410
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

VON BRIESEN & ROPER, S.C. GROUP LIFE INSURANCE AND LONG TERM DISABILITY

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$280K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002VON BRIESEN & ROPER S.C. 401K PROFIT SHARING PLAN401k$171.2M4222024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504VON BRIESEN & ROPER, S.C. GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.7M4102025
505VON BRIESEN & ROPER, S.C. GROUP LIFE INSURANCE AND LONG TERM DISABILITYFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$280K2652025
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