Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$85K
- Life$6K
Sponsor portfolio
DIMEGLIO FINANCIAL GOUP LLC
EIN 93-2438344Latest filing 2025
Plans
3
Retirement
1
$3.5M assets
Welfare
2
$90K premiums
Participants
303
330 E. KILBOURN AVE, SUITE 950 - MILWAUKEE, WI 53202414-203-6057
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $90K premiums / 258 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- NORTHWESTERN MUTUAL100%
Broker market share
Schedule A broker compensation
85%top
- JEROD THOMAS SPAETH85%
- DI MEGLIO FNCL GRP LLC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DI MEGLIO FINANCIAL GROUP 401K PROFIT SHARING PLAN
401k
Assets$3.5M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DI MEGLIO FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN GROUP LT DISABILITY INSURANCE
Fully Insured - NORTHWESTERN MUTUAL
Premiums$85K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
DI MEGLIO FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN GROUP LIFE INSURANCE
Fully Insured - NORTHWESTERN MUTUAL
Premiums$6K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DI MEGLIO FINANCIAL GROUP 401K PROFIT SHARING PLAN | 401k | $3.5M | 45 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DI MEGLIO FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN GROUP LT DISABILITY INSURANCE | Fully Insured | NORTHWESTERN MUTUAL | $85K | 129 | 2025 | |
| 501 | DI MEGLIO FINANCIAL GROUP, LLC WELFARE BENEFIT PLAN GROUP LIFE INSURANCE | Fully Insured | NORTHWESTERN MUTUAL | $6K | 129 | 2025 |
Retirement plans
Welfare plans