Sponsor portfolioTH

ATC MANAGEMENT INC

EIN 39-1999363UtilitiesLatest filing 2024

Plans

Retirement

$290.3M assets

Welfare

$1.5M premiums

Participants

2,159

PO BOX 47 - WAUKESHA, WI 53188262-506-6700

Plans on this EIN

3 filings

#001401k-$206.4M - 715 part #002MoneyPurchase-$83.9M - 757 part #501Mixed-$1.5M - 1,220 lives

Retirement portfolio analytics

2 plans aggregated / $290.3M assets / 1,472 participants

Assets by plan

Share of aggregate retirement assets

71%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$830K
Other$592K
Life$556K
Long-term disability$556K
Vision$78K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

55%top

HCC LIFE INSURANCE COMPANY55%
RELIASTAR LIFE INSURANCE COMPANY37%
UNITEDHEALTHCARE INSURANCE COMPANY5%
METROPOLITAN LIFE INSURANCE COMPANY1%
EMPATHIA, INC.1%
+1 more

Broker market share

Schedule A broker compensation

Split broker

88%top

LOCKTON COMPANIES, LLC88%
EOI SERVICE COMPANY INC11%
BENEFIT EDUCATORS LLC1%

Plan deep-dives

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

Retirement#001

ATC 401(K) PLAN

401k

Assets$206.4M

Participants715

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

ATC INDIVIDUAL ACCOUNT PENSION PLAN

MoneyPurchase

Assets$83.9M

Participants757

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501