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Sponsor portfolio

WISCONSIN BUILT, INC.

EIN 99-3423975-construction-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$1.6M premiums
Participants
387
400 INTERPANE LANE - DEERFIELD, WI 53531608-764-8661LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$14.6M - 207 part#504Mixed-$1.6M - 185 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$1.4M
  • Dental$71K
  • Short-term disability$71K
  • Life$44K
  • Other$44K
  • Long-term disability$22K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION87%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • ASSUREDPARTNERS61%
  • M3 INSURANCE SOLUTIONS INC38%
  • AP BENEFIT ADVISORS, LLC2%
Total $94K3 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

WISCONSIN BUILT 401(K) SAVINGS PLAN

401k

Assets$14.6M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

WISCONSIN BUILT, INC. WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.6M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISCONSIN BUILT 401(K) SAVINGS PLAN401k$14.6M2072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504WISCONSIN BUILT, INC. WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.6M1852025
Retirement plans
Welfare plans
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