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Sponsor portfolio

ASSOCIATED PHYSICIANS, LLP

EIN 39-1837462-medical practice-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$2.1M premiums
Participants
336
4410 REGENT STREET - MADISON, WI 537054901608-442-7760apmadison.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$20.2M - 204 part#508Mixed-$2.1M - 201 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Short-term disability$227K
  • Long-term disability$227K
  • Vision$12K
Total $2.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION89%
  • HARTFORD LIFE AND ACCIDENT11%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MCCLONE AGENCY INC86%
  • GALLAGHER BENEFIT SERVICES, INC.14%
Total $50K2 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

ASSOCIATED PHYSICIANS, LLP 401(K) PLAN

401k

Assets$20.2M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

ASSOCIATED PHYSICIANS, LLP WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$2.1M
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATED PHYSICIANS, LLP 401(K) PLAN401k$20.2M2042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508ASSOCIATED PHYSICIANS, LLP WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$2.1M2012025
Retirement plans
Welfare plans
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