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Sponsor portfolioWelfare / HealthEIN 39-1184935

BADER RUTTER & ASSOCIATES, INC.

1433 N WATER STREET, STE 100 · MILWAUKEE, WI 53202
2627847200
Plans filed
4
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$390K
No prior year
Persons covered
155
No prior year
Total participants
161
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$390K
BADER RUTTER & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
Mixed155 covered·3 carriers
Primary: HCC LIFE INSURANCE COMPANY
Plan #502$147K
BADER RUTTER & ASSOCIATES, INC. DENTAL PLAN
Fully insured171 covered·1 carrier
Primary: DELTA DENTAL OF WISCONSIN
Plan #501$98K
BADER RUTTER & ASSOCIATES, INC.
Fully insured240 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$24K
BADER RUTTER VISION PLAN
Fully insured134 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$287K72.1%
Short-term disability$41K10.4%
Life$23K5.9%
Long-term disability$23K5.9%
Vision$14K3.6%
Other$9K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
SL
$287K73.7%11133
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$88K22.6%15155
VISION SERVICE PLAN
EIN 061227840
V
$14K3.7%11111

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
M3 INSURANCE SOLUTIONS INCMADISON, WITHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VISION SERVICE PLAN, HCC LIFE INSURANCE COMPANY$10K$3K$13K99.5%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILVISION SERVICE PLAN$65$0$650.5%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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