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Sponsor portfolio

EDGE ONE, LLC

EIN 39-1813629-financial services-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$1.5M premiums
Participants
344
161 BUSINESS PARK CIRCLE - STOUGHTON, WI 53589608-873-3311edgeone.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$9.3M - 177 part#502Fully Insured-$1.5M - 163 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$60K
  • Other$54K
  • Life$25K
  • Short-term disability$19K
  • Long-term disability$10K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HAUSMANN GROUP INC100%
Total $47K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EDGE ONE 401(K) SAVINGS PLAN

401k

Assets$9.3M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EDGE ONE, LLC WRAP PLAN

Fully Insured - COMPCARE HEALTH SERVICES INSURANCE CORP

Premiums$1.5M
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDGE ONE 401(K) SAVINGS PLAN401k$9.3M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EDGE ONE, LLC WRAP PLANFully InsuredCOMPCARE HEALTH SERVICES INSURANCE CORP$1.5M1632025
Retirement plans
Welfare plans
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