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Sponsor portfolio

SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT

EIN 39-1735466-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$11.7M assets
Welfare
1
$122K premiums
Participants
296
215 N WATER STREET,, SUITE 500 - MILWAUKEE, WI 53202414-410-8100
Plans on this EIN
3 filings
#002401k-$10.2M - 119 part#001401k-$1.5M - 27 part#501Fully Insured-$122K - 150 lives

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 146 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • 401(K) RETIREMENT PLAN (#002)87%
  • U PHARMACIES 401(K) (#001)13%
Total $11.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)119
  • U PHARMACIES 401(K) (#001)27
Total 146Click row to drill in

Benefits portfolio analytics

1 plan / $122K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$122K
  • Vision$122K
  • Life$122K
  • Short-term disability$122K
  • Long-term disability$122K
  • Other$122K
Total $122K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $122K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN

401k

Assets$10.2M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SERV U PHARMACIES 401(K) PLAN

401k

Assets$1.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

G000BDZD SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$122K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN401k$10.2M1192025
001SERV U PHARMACIES 401(K) PLAN401k$1.5M272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501G000BDZD SERVE YOU CUSTOM PRESCRIPTION MANAGEMENTFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$122K1502025
Retirement plans
Welfare plans
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