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  2. Anex, S.C.
  • Retirement analytics
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Filings through Oct 24, 2026.

Anex, S.C.

EIN 39-1808813-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$63.7M assets
Health & Benefits
1
$552K premiums
Participants
71
225 S EXECUTIVE DRIVE - BROOKFIELD, WI 53005262-787-4050
Plans on this EIN
3 filings
#001401(k)-$58.4M - 34 part#002Cash balance-$5.3M - 16 part#501Mewa-$552K - 21 lives

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

Retirement portfolio analytics

2 plans aggregated / $63.7M assets / 50 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$58.4M
  • CASH BALANCE PLAN (#002)$5.3M
Total $63.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)34
  • CASH BALANCE PLAN (#002)16
Total 50Select a row to open it

Benefits portfolio analytics

1 plan / $552K premiums / 21 covered lives

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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#001

ANEX, SC 401(K) PROFIT SHARING PLAN

401(k)

Assets$58.4M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ANEX, S.C. CASH BALANCE PLAN

Cash balance

Assets$5.3M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ANEX GROUP HEALTHCARE TRUST

Mewa - ANTHEM INSURANCE COMPANIES, INC. DBA ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$552K
Covered lives21
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ANEX, SC 401(K) PROFIT SHARING PLAN401(k)$58.4M342025
#002ANEX, S.C. CASH BALANCE PLANCash balance$5.3M162025
  • ANEX, SC 401(K) PROFIT SHARING PLAN$58.4M
    #001 · 401(k) · 202534
  • ANEX, S.C. CASH BALANCE PLAN$5.3M
    #002 · Cash balance · 202516

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ANEX GROUP HEALTHCARE TRUSTMewaANTHEM INSURANCE COMPANIES, INC. DBA ANTHEM BLUE CROSS AND BLUE SHIELD$552K212025
  • ANEX GROUP HEALTHCARE TRUST$552K
    #501 · Mewa · ANTHEM INSURANCE COMPANIES, INC. DBA ANTHEM BLUE CROSS AND BLUE SHIELD · 202521
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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