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Sponsor portfolio

ADELMAN TRAVEL SYSTEMS, INC.

EIN 59-2247604-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$16.1M assets
Welfare
1
$164K premiums
Participants
318
6980 NORTH PORT WASHINGTON ROAD, SUITE 203 - MILWAUKEE, WI 53217414-352-7600
Plans on this EIN
2 filings
#001401k-$16.1M - 208 part#503Fully Insured-$164K - 190 lives

Benefits portfolio analytics

1 plan / $164K premiums / 190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$152K
  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
  • Health$15K
  • Vision$12K
Total $164K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SYMETRA LIFE INSURANCE COMPANY65%
  • UNITEDHEALTHCARE INSURANCE COMPANY18%
  • UNITED HEALTHCARE INSURANCE COMPANY9%
  • EYEMED VISION CARE7%
Total $164K4 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BROWN & BROWN INSURANCE SERVICES75%
  • PROFESSIONAL GROUP PLANS INC20%
  • WATCHTOWER TECHNOLOGIES INC3%
  • HAYS COMPANIES, INC.2%
  • THREEFLOW1%
Total $28K5 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

ADELMAN TRAVEL SYSTEMS, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$16.1M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ADELMAN TRAVEL SYSTEMS, INC CAFETERIA PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$164K
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADELMAN TRAVEL SYSTEMS, INC. PROFIT SHARING 401(K) PLAN401k$16.1M2082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ADELMAN TRAVEL SYSTEMS, INC CAFETERIA PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$164K1902025
Retirement plans
Welfare plans
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