Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.9M
- Dental$263K
- Life$205K
- Short-term disability$205K
- Long-term disability$205K
- Other$205K
- +1 more
Sponsor portfolio
FSI, INC.
EIN 39-1751953Latest filing 2025
Plans
4
Retirement
1
$8.8M assets
Welfare
3
$5.4M premiums
Participants
3,459
2651 KIRKING COURT - PORTAGE, WI 53901608-742-2893
Benefits portfolio analytics
3 plans / $5.4M premiums / 1,408 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- BLUE CROSS OF CALIFORNIA74%
- DEAN HEALTH PLAN INC17%
- DELTA DENTAL OF CALIFORNIA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
69%top
- ASSUREDPARTNERS69%
- HOLMES MURPHY & ASSOCIATES12%
- MATTHEW C HARSH6%
- KATIE AUSTIN SELZ5%
- GERALD A GREENEN3%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FSI, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$8.8M
Participants1,879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FSI, INC. GROUP HEALTH PLAN
Fully Insured - COMPCARE HEALTH SERVICES INSURANCE CORPORATION
Premiums$4.9M
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
FSI, INC. GROUP DENTAL AND VISION PLAN
Fully Insured - DELTA DENTAL OF WISCONSIN
Premiums$297K
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
FSI, INC. GROUP LIFE AND DISABILITY PLAN
Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$205K
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FSI, INC. 401(K) & PROFIT SHARING PLAN | 401k | $8.8M | 1,879 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FSI, INC. GROUP HEALTH PLAN | Fully Insured | COMPCARE HEALTH SERVICES INSURANCE CORPORATION | $4.9M | 563 | 2025 | |
| 502 | FSI, INC. GROUP DENTAL AND VISION PLAN | Fully Insured | DELTA DENTAL OF WISCONSIN | $297K | 544 | 2025 | |
| 503 | FSI, INC. GROUP LIFE AND DISABILITY PLAN | Fully Insured | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $205K | 301 | 2025 |
Retirement plans
Welfare plans