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Sponsor portfolio

CRISIS PREVENTION INSTITUTE, INC.

EIN 39-2012874-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$447K premiums
Participants
503
10850 WEST PARK PLACE, SUITE 250 - MILWAUKEE, WI 53224877-877-5390crisisprevention.comLinkedIn201-500 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$32.5M - 381 part#501Mixed-$447K - 478 lives

Benefits portfolio analytics

1 plan / $447K premiums / 478 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • Other$232K
  • Dental$215K
  • Vision$215K
Total $447K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA52%
  • UNITEDHEALTHCARE INSURANCE COMPANY48%
Total $447K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • BROWN & BROWN INSURANCE SERVICES91%
  • WATCHTOWER TECHNOLOGIES INC9%
  • HAYS COMPANIES, INC.0%
Total $37K3 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

CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST

401k

Assets$32.5M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRISIS PREVENTION INSTITUTE, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$447K
Covered lives478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRISIS PREVENTION INSTITUTE, INC. RETIREMENT PLAN GROUP TRUST401k$32.5M3812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRISIS PREVENTION INSTITUTE, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$447K4782025
Retirement plans
Welfare plans
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