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Sponsor portfolio

FOUNDERS 3 MANAGEMENT COMPANY

EIN 39-1833308-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$282K premiums
Participants
494
13400 BISHOPS LN, SUITE 190 - BROOKFIELD, WI 53005414-271-1111
Plans on this EIN
2 filings
#001401k-$2.6M - 259 part#503Mixed-$282K - 236 lives

Benefits portfolio analytics

1 plan / $282K premiums / 236 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$142K
  • Short-term disability$64K
  • Life$34K
  • Other$34K
  • Long-term disability$30K
  • Vision$12K
Total $282K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • DEAN HEALTH PLAN INC50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
Total $282K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • HAUSMANN GROUP INC63%
  • MARSH & MCLENNAN AGENCY LLC18%
  • NATIONAL BENEFIT CENTER11%
  • THE HORTON GROUP4%
  • MJ INSURANCE3%
Total $28K5 slices

Plan deep-dives

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

FOUNDERS 3 MANAGEMENT COMPANY 401(K) RETIREMENT PLAN

401k

Assets$2.6M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FOUNDERS 3 MANAGEMENT COMPANY HEALTH AND WELFARE BENEFIT PLAN

Mixed - DEAN HEALTH PLAN, INC.

Premiums$282K
Covered lives236
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOUNDERS 3 MANAGEMENT COMPANY 401(K) RETIREMENT PLAN401k$2.6M2592025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FOUNDERS 3 MANAGEMENT COMPANY HEALTH AND WELFARE BENEFIT PLANMixedDEAN HEALTH PLAN, INC.$282K2362025
Retirement plans
Welfare plans
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