Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Vision$1.1M
- Prescription drug$1.1M
- Life$65K
- Short-term disability$65K
- +2 more
Sponsor portfolio
MANDEL GROUP, INC.
EIN 39-1710347real estateLatest filing 2025
Plans
2
Retirement
1
$18.4M assets
Welfare
1
$1.2M premiums
Participants
388
330 EAST KILBOURN AVENUE, SUITE 600 SOUTH TOWER - MILWAUKEE, WI 53202414-347-3600mandelgroup.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 191 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MANDEL GROUP, INC. SALARY SAVINGS 401(K) PLAN
401k
Assets$18.4M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MANDEL GROUP, INC. WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.2M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MANDEL GROUP, INC. SALARY SAVINGS 401(K) PLAN | 401k | $18.4M | 197 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MANDEL GROUP, INC. WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.2M | 191 | 2025 |
Retirement plans
Welfare plans