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Sponsor portfolioTH

PRESTWICK GROUP, INC.

EIN 39-1888813-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$556K premiums
Participants
425
W248 N5499 EXECUTIVE DRIVE - SUSSEX, WI 53089800-505-7926
Plans on this EIN
2 filings
#001401k-$9.9M - 221 part#502Mixed-$556K - 205 lives

Benefits portfolio analytics

1 plan / $556K premiums / 205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$382K
  • Dental$174K
  • Vision$174K
  • Life$174K
  • Short-term disability$174K
  • Other$174K
Total $556K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • HCC LIFE INSURANCE COMPANY69%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
Total $556K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • M3 INSURANCE SOLUTIONS INC91%
  • WATCHTOWER TECHNOLOGIES INC9%
Total $22K2 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

THE PRESTWICK GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$9.9M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PRESTWICK GROUP WRAP PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$556K
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PRESTWICK GROUP, INC. 401(K) SAVINGS PLAN401k$9.9M2212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PRESTWICK GROUP WRAP PLANMixedHCC LIFE INSURANCE COMPANY$556K2052025
Retirement plans
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