Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$58K
- Other$44K
- Life$37K
- Vision$10K
Sponsor portfolioTH
MID-STATE GROUP INC.
EIN 39-1661482Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$146K premiums
Participants
364
W1115 BRISTOL RD - COLUMBUS, WI 539259269920-623-4020
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $146K premiums / 159 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
54%top
- SCHWARZ INSURANCE AGENCY INC54%
- GIS BENEFITS INC25%
- BOON CHAPMAN BENEFIT ADMINISTRATORS22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MID-STATE GROUP INC. SAVINGS & RETIREMENT PLAN
401k
Assets$26.2M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MID-STATE GROUP INC. WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$146K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MID-STATE GROUP INC. SAVINGS & RETIREMENT PLAN | 401k | $26.2M | 205 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MID-STATE GROUP INC. WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $146K | 159 | 2025 |
Retirement plans
Welfare plans