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Sponsor portfolio

AGRACE HEALTH

EIN 99-3390141-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$557K premiums
Participants
1,740
5395 EAST CHERYL PARKWAY - MADISON, WI 537112100608-327-7002
Plans on this EIN
2 filings
#001403b-$54.6M - 1,040 part#502Mixed-$557K - 891 lives

Benefits portfolio analytics

1 plan / $557K premiums / 891 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$449K
  • Life$428K
  • Long-term disability$428K
  • Vision$107K
Total $557K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA77%
  • VISION SERVICE PLAN19%
  • EMPATHIA, INC.4%
Total $557K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • COTTINGHAM & BUTLER100%
  • IMG0%
Total $34K2 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

AGRACE HEALTH EMPLOYEE RETIREMENT PLAN

403b

Assets$54.6M
Participants1,040
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AGRACE HEALTH, INC HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$557K
Covered lives891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AGRACE HEALTH EMPLOYEE RETIREMENT PLAN403b$54.6M1,0402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AGRACE HEALTH, INC HEALTH AND WELFARE BENEFIT PLANMixedTHE PRUDENTIAL INSURANCE COMPANY OF AMERICA$557K8912025
Retirement plans
Welfare plans
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