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  2. MANAGEMENT SELECT, LLC.
Sponsor portfolioTH

MANAGEMENT SELECT, LLC.

EIN 39-2013895-investment management-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$6K premiums
Participants
389
PO BOX 156 - ALTOONA, WI 547200156715-833-3514LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#001401k-$17.7M - 276 part#505Fully Insured-$6K - 113 lives

Benefits portfolio analytics

1 plan / $6K premiums / 113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$6K
  • Other$6K
Total $6K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $6K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $8531 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BCB-CMRC-MSC 401(K) PROFIT SHARING PLAN

401k

Assets$17.7M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

MANAGEMENT SELECT, LLC. GROUP TERM LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$6K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BCB-CMRC-MSC 401(K) PROFIT SHARING PLAN401k$17.7M2762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505MANAGEMENT SELECT, LLC. GROUP TERM LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$6K1132025
Retirement plans
Welfare plans
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