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  2. PREVEA CLINIC, INC.
Sponsor portfolioTH

PREVEA CLINIC, INC.

EIN 39-1839349-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$491.7M assets
Welfare
1
$2.6M premiums
Participants
4,785
PO BOX 19070, 2710 EXECUTIVE DRIVE - GREEN BAY, WI 54303920-272-1163
Plans on this EIN
2 filings
#004401k-$491.7M - 2,860 part#506Mixed-$2.6M - 1,898 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,898 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.4M
  • Long-term disability$1.4M
  • Other$1.4M
  • Dental$1.2M
Total $2.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA54%
  • DELTA DENTAL OF CALIFORNIA46%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • M3 INSURANCE SOLUTIONS INC57%
  • USI INSURANCE SERVICES LLC43%
Total $224K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN

401k

Assets$491.7M
Participants2,860
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PREVEA CLINIC, INC. EMPLOYEE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.6M
Covered lives1,898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004PREVEA CLINIC, INC. 401(K) AND RETIREMENT PLAN401k$491.7M2,8602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PREVEA CLINIC, INC. EMPLOYEE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.6M1,8982024
Retirement plans
Welfare plans
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