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Sponsor portfolio

BADGER UTILITY HOLDINGS, LLC

EIN 47-3239666-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$82K premiums
Participants
356
PO BOX 8487, 4334 DAENTL RD - MADISON, WI 537088487608-249-5301badger-utility.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$16.2M - 190 part#503Mixed-$82K - 149 lives

Benefits portfolio analytics

1 plan / $82K premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$67K
  • Short-term disability$67K
  • Other$67K
  • Vision$15K
Total $82K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
Total $82K2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • M3 INSURANCE SOLUTIONS INC91%
  • WATCHTOWER BENEFITS, LLC9%
Total $11K2 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

BADGER UTILITY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$16.2M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BADGER UTILITY HOLDINGS, LLC HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$82K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BADGER UTILITY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN401k$16.2M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BADGER UTILITY HOLDINGS, LLC HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$82K1492025
Retirement plans
Welfare plans
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