Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANEX, S.C.
EIN 39-1808813Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$61.7M assets
Welfare
1
$552K premiums
Participants
73
225 S. EXECUTIVE DRIVE - BROOKFIELD, WI 53005262-787-4050
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $61.7M assets / 52 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $552K premiums / 21 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- ANTHEM LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- CHRISTOPHER NOFFKE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANEX, SC 401(K) PROFIT SHARING PLAN
401k
Assets$56.4M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANEX, S.C. CASH BALANCE PLAN
CashBalance
Assets$5.3M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANEX GROUP HEALTHCARE TRUST
Mewa - ANTHEM INSURANCE COMPANIES, INC. DBA ANTHEM BLUE CROSS AND BLUE SHIELD
Premiums$552K
Covered lives21
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANEX, SC 401(K) PROFIT SHARING PLAN | 401k | $56.4M | 36 | 2024 | |
| 002 | ANEX, S.C. CASH BALANCE PLAN | CashBalance | $5.3M | 16 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANEX GROUP HEALTHCARE TRUST | Mewa | ANTHEM INSURANCE COMPANIES, INC. DBA ANTHEM BLUE CROSS AND BLUE SHIELD | $552K | 21 | 2025 |
Retirement plans
Welfare plans