PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EMPLOYEE BENEFITS CORPORATION
Sponsor portfolio

EMPLOYEE BENEFITS CORPORATION

EIN 39-2044064-insurance-Latest filing 2025
Plans
3
Retirement
2
$87.9M assets
Welfare
1
$1.7M premiums
Participants
514
1350 DEMING WAY, SUITE 200 - MIDDLETON, WI 53562608-829-8384LinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#003ESOP-$64.4M - 140 part#002401k-$23.5M - 207 part#506Mixed-$1.7M - 270 lives

Retirement portfolio analytics

2 plans aggregated / $87.9M assets / 347 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • EMPLOYEE STOCK OWNERSHIP (#003)73%
  • PLAN AND TRUST (#002)27%
Total $87.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • (Not disclosed)73%
  • ALERUS FINANCIAL, N.A.27%
Total $87.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)207
  • EMPLOYEE STOCK OWNERSHIP (#003)140
Total 347Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Life$32K
  • Other$32K
  • Long-term disability$27K
  • Vision$12K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • DEAN HEALTH PLAN INC96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • SUPERIOR DENTAL CARE1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$64.4M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST

401k

Assets$23.5M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

EMPLOYEE BENEFITS CORPORATION WRAP PLAN

Mixed - DEAN HEALTH PLAN

Premiums$1.7M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EMPLOYEE BENEFITS CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$64.4M1402024
002EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST401k$23.5M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506EMPLOYEE BENEFITS CORPORATION WRAP PLANMixedDEAN HEALTH PLAN$1.7M2702025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica