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Sponsor portfolio

DERSE, INC.

EIN 39-1630582-events services-Latest filing 2025
Plans
2
Retirement
1
$72.2M assets
Welfare
1
$1.1M premiums
Participants
1,096
3800 W. CANAL STREET - MILWAUKEE, WI 53208414-257-2000derse.comLinkedIn501-1000 employeesevents services
Plans on this EIN
2 filings
#001401k-$72.2M - 637 part#502Mixed-$1.1M - 811 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 811 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$746K
  • Life$264K
  • Long-term disability$264K
  • Other$264K
  • Vision$44K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • RELIASTAR LIFE INSURANCE COMPANY71%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • M3 INSURANCE SOLUTIONS INC79%
  • WATCHTOWER TECHNOLOGIES INC15%
  • C2 CENTRIC LLC5%
Total $72K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DERSE, INC. RETIREMENT SAVINGS PLAN

401k

Assets$72.2M
Participants637
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

DERSE, INC. GROUP INSURANCE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives811
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DERSE, INC. RETIREMENT SAVINGS PLAN401k$72.2M6372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502DERSE, INC. GROUP INSURANCE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.1M8112025
Retirement plans
Welfare plans
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