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Sponsor portfolio

ONEIDA ESC GROUP, LLC

EIN 45-4964343-Latest filing 2025
Plans
2
Retirement
1
$40.4M assets
Welfare
1
$336K premiums
Participants
988
1033 NORTH MAYFAIR ROAD, SUITE 200 - MILWAUKEE, WI 532263442414-257-4200
Plans on this EIN
2 filings
#001401k-$40.4M - 577 part#507Mixed-$336K - 411 lives

Benefits portfolio analytics

1 plan / $336K premiums / 411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$276K
  • Life$269K
  • Short-term disability$269K
  • Long-term disability$269K
  • Health$60K
  • Vision$60K
  • +1 more
Total $336K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY80%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • ACI SPECIALTY BENEFITS2%
  • BERKLEY LIFE AND HEALTH INSURANCE COMPANY0%
Total $336K4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • LOCKTON COMPANIES, LLC69%
  • R & R INSURANCE SERVICES INC31%
Total $40K2 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

ONEIDA ESC GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$40.4M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ONEIDA ESC GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN AND SUMMARY PLAN DESCRIPTION

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$336K
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONEIDA ESC GROUP, LLC 401(K) PROFIT SHARING PLAN401k$40.4M5772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ONEIDA ESC GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN AND SUMMARY PLAN DESCRIPTIONMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$336K4112025
Retirement plans
Welfare plans
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