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Sponsor portfolio

EPONK GROUP, LTD

EIN 39-1682985-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$129K premiums
Participants
235
220 N. MAIN ST - SHAWANO, WI 54166715-524-2036
Plans on this EIN
2 filings
#001401k-$12.6M - 127 part#502Mixed-$129K - 109 lives

Benefits portfolio analytics

1 plan / $129K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$49K
  • Short-term disability$28K
  • Long-term disability$24K
  • Life$22K
  • Other$22K
  • Vision$5K
Total $129K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY58%
  • DELTA DENTAL OF CALIFORNIA38%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $129K3 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • JT SPAETH INC DBA SPAETH BARRET41%
  • JTSPAETH INC30%
  • AMPEDUP INSURANCE SERVICES29%
Total $14K3 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

EPONK GROUP, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$12.6M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EPONK GROUP, LTD WRAP PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$129K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPONK GROUP, LTD. 401(K) PROFIT SHARING PLAN401k$12.6M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EPONK GROUP, LTD WRAP PLANMixedDELTA DENTAL OF WISCONSIN$129K1092025
Retirement plans
Welfare plans
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