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  • Retirement analytics
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Filings through Oct 24, 2026.

Serve You Custom Prescription Management

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

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $11.7M assets / 146 participants

Assets by plan

Share of aggregate retirement assets

  • 401(K) RETIREMENT PLAN (#002)$10.2M
  • U PHARMACIES 401(K) (#001)$1.5M
Total $11.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)119
  • U PHARMACIES 401(K) (#001)27
Total 146Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN

401(k)

Assets$10.2M
Participants119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

SERV U PHARMACIES 401(K) PLAN

401(k)

Assets$1.5M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

G000BDZD SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$122K
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN401(k)$10.2M1192025
#001SERV U PHARMACIES 401(K) PLAN401(k)$1.5M272024
  • SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT 401(K) RETIREMENT PLAN$10.2M
    #002 · 401(k) · 2025119
  • SERV U PHARMACIES 401(K) PLAN$1.5M
    #001 · 401(k) · 202427

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501G000BDZD SERVE YOU CUSTOM PRESCRIPTION MANAGEMENTFully insuredMETROPOLITAN LIFE INSURANCE COMPANY$122K1502025
  • G000BDZD SERVE YOU CUSTOM PRESCRIPTION MANAGEMENT$122K
    #501 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025150
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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