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Sponsor portfolio

RAMAKER & ASSOCIATES, INC.

EIN 39-1739045-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$20.0M assets
Welfare
1
$1.0M premiums
Participants
336
1955 ATWOOD AVENUE, SUITE 202 - MADISON, WI 53704800-332-7532
Plans on this EIN
3 filings
#001401k-$16.9M - 119 part#002ESOP-$3.0M - 131 part#501Mixed-$1.0M - 147 lives

Retirement portfolio analytics

2 plans aggregated / $20.0M assets / 250 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • PLAN AND TRUST (#001)85%
  • EMPLOYEE STOCK OWNERSHIP (#002)15%
Total $20.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
85%top
  • TPC QUALIFIED PLANS LLC85%
  • (Not disclosed)15%
Total $20.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)131
  • PLAN AND TRUST (#001)119
Total 250Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 147 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$937K
  • Prescription drug$937K
  • Other$71K
  • Life$62K
  • Short-term disability$62K
  • Long-term disability$62K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • M3 INSURANCE SOLUTIONS INC69%
  • GALLAGHER BENEFIT SERVICES, INC.31%
Total $32K2 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

RAMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$16.9M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RAMAKER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.0M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RAMAKER AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Mixed - QUARTZ HEALTH BENEFITS PLANS CORPORATION

Premiums$1.0M
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RAMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$16.9M1192025
002RAMAKER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.0M1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RAMAKER AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLANMixedQUARTZ HEALTH BENEFITS PLANS CORPORATION$1.0M1472024
Retirement plans
Welfare plans
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