Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$237K
- Life$224K
- Long-term disability$224K
- Other$224K
- Dental$160K
- Vision$17K
Sponsor portfolio
PRIMARY CARE ASSOCIATES OF APPLETON, LTD.
EIN 39-1988565medical practiceLatest filing 2025
Plans
2
Retirement
1
$65.1M assets
Welfare
1
$414K premiums
Participants
355
3916 NORTH INTERTECH COURT - APPLETON, WI 54913920-996-1046primarycareofappleton.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $414K premiums / 155 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- SUN LIFE ASSURANCE COMPANY OF CANADA57%
- DELTA DENTAL OF CALIFORNIA39%
- SUPERIOR DENTAL CARE4%
Broker market share
Schedule A broker compensation
100%top
- RSC INSURANCE BROKERAGE INC100%
- MGIS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN
401k
Assets$65.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PRIMARY CARE ASSOCIATES OF APPLETON LTD WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$414K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIMARY CARE ASSOCIATES OF APPLETON, LTD. EMPLOYEES 401(K) SAVINGS PLAN | 401k | $65.1M | 200 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PRIMARY CARE ASSOCIATES OF APPLETON LTD WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $414K | 155 | 2025 |
Retirement plans
Welfare plans