Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OWNERSEDGE, INC.
EIN 47-2035141venture capital & private equityLatest filing 2025
Plans
3
Retirement
2
$111.2M assets
Welfare
1
$271K premiums
Participants
1,053
N16W23217 STONE RIDGE DRIVE, SUITE 250 - WAUKESHA, WI 53188262-506-3183ownersedgeinc.comLinkedIn201-500 employeesventure capital & private equity
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $111.2M assets / 745 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
74%top
- (Not disclosed)74%
- ALERUS FINANCIAL, N.A.26%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $271K premiums / 510 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$218K
- Life$210K
- Short-term disability$210K
- Long-term disability$210K
- Vision$38K
- Dental$16K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- RELIASTAR LIFE INSURANCE COMPANY77%
- PVMS14%
- CARE-PLUS DENTAL PLANS, INC.6%
- AURORA HEALTHCARE3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$81.9M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$29.3M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OWNERSEDGE INC. HEALTH & WELFARE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$271K
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OWNERSEDGE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $81.9M | 352 | 2024 | |
| 001 | OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN | 401k | $29.3M | 393 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OWNERSEDGE INC. HEALTH & WELFARE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $271K | 510 | 2025 |
Retirement plans
Welfare plans