Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$213K
- Short-term disability$153K
- Other$140K
- Long-term disability$66K
- Vision$44K
- Life$38K
Sponsor portfolio
AQUA FINANCE INC.
EIN 39-1615890financial servicesLatest filing 2024
Plans
2
Retirement
1
$16.8M assets
Welfare
1
$616K premiums
Participants
868
ONE CORPORATE DRIVE, SUITE 300, PO BOX 844 - WAUSAU, WI 544010844715-848-5425aquafinance.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $616K premiums / 390 covered livesCarrier market share
Premium dollars by Schedule A carrier
41%top
- METROPOLITAN LIFE INSURANCE COMPANY41%
- DELTA DENTAL OF CALIFORNIA35%
- STANDARD INSURANCE COMPANY17%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
82%top
- MARSH & MCLENNAN AGENCY LLC82%
- JENNON CARUTH16%
- PLANSOURCE BENEFITS ADMINISTRATION2%
- M3 INS SOLUTIONS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AQUA FINANCE INC. 401(K) PROFIT SHARING PLAN
401k
Assets$16.8M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
AQUA FINANCE, INC. GROUP HEALTH PLAN
Mixed - DELTA DENTAL OF WISCONSIN
Premiums$616K
Covered lives390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AQUA FINANCE INC. 401(K) PROFIT SHARING PLAN | 401k | $16.8M | 474 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | AQUA FINANCE, INC. GROUP HEALTH PLAN | Mixed | DELTA DENTAL OF WISCONSIN | $616K | 390 | 2024 |
Retirement plans
Welfare plans