Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$80K
- Life$22K
- Long-term disability$22K
- Vision$10K
Filings through .
The Retirement Advantage
EIN 39-1816008financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.6M assets
Health & Benefits
1
$112K premiums
Participants
367
600 S NICOLET RD - APPLETON, WI 54914888-872-2364tra401k.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $112K premiums / 156 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE RETIREMENT ADVANTAGE, INC. 401K PLAN
401(k)
Assets$18.6M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#508
THE RETIREMENT ADVANTAGE WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$112K
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE RETIREMENT ADVANTAGE, INC. 401K PLAN | 401(k) | $18.6M | 211 | 2025 |
- #001 · 401(k) · 2025211
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #508 | THE RETIREMENT ADVANTAGE WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $112K | 156 | 2025 |
- #508 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025156
Retirement plans
Health & Benefits plans