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Sponsor portfolio

SONNENBERG CONSULTANTS LLC

EIN 56-2631673-mental health care-Latest filing 2025
Plans
3
Retirement
1
$1.3M assets
Welfare
2
$7K premiums
Participants
266
10450 72ND AVE - PLEASANT PRAIRIE, WI 53158262-654-6453sonnenbergllc.comLinkedIn51-200 employeesmental health care
Plans on this EIN
3 filings
#001401k-$1.3M - 86 part#502Fully Insured-$6K - 86 lives#501Fully Insured-$2K - 87 lives

Benefits portfolio analytics

2 plans / $7K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7K
  • Long-term disability$6K
  • Life$2K
Total $7K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $7K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SONNENBERG CONSULTANTS LLC 401(K) PLAN

401k

Assets$1.3M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SONNENBERG CONSULTANTS WELFARE BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$6K
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

SONNENBERG CONSULTANTS GROUP LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$2K
Covered lives87
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SONNENBERG CONSULTANTS LLC 401(K) PLAN401k$1.3M862025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SONNENBERG CONSULTANTS WELFARE BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$6K862025
501SONNENBERG CONSULTANTS GROUP LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$2K872025
Retirement plans
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