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  2. DIFFERENCE PRINCIPLE, INC.
Sponsor portfolioTH

DIFFERENCE PRINCIPLE, INC.

EIN 46-2088738-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$2.8M premiums
Participants
524
205 W HIGHLAND AVENUE SUITE 509 - MILWAUKEE, WI 53203414-908-0285differenceprinciple.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$3.0M - 309 part#502Fully Insured-$2.8M - 270 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$133K
  • Life$129K
  • Short-term disability$129K
  • Long-term disability$129K
  • Other$129K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MARSH & MCLENNAN AGENCY LLC54%
  • R & R INSURANCE SERVICES INC44%
  • MJ INSURANCE2%
Total $86K3 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

DIFFERENCE PRINCIPLE, INC. EMPLOYEE RETIREMENT PLAN

401k

Assets$3.0M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE DIFFERENCE PRINCIPLE, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.8M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIFFERENCE PRINCIPLE, INC. EMPLOYEE RETIREMENT PLAN401k$3.0M3092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE DIFFERENCE PRINCIPLE, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.8M2702025
Retirement plans
Welfare plans
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