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Sponsor portfolioTH

SCHUNK OF NORTH AMERICA

EIN 13-2968625-Latest filing 2025
Plans
4
Retirement
1
$21.7M assets
Welfare
3
$572K premiums
Participants
1,518
W146 N9300 HELD DRIVE - MENOMONEE FALLS, WI 53051513-326-5253
Plans on this EIN
4 filings
#002401k-$21.7M - 306 part#501Fully Insured-$283K - 476 lives#503Fully Insured-$253K - 398 lives#502Fully Insured-$36K - 346 lives

Benefits portfolio analytics

3 plans / $572K premiums / 1,220 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$253K
  • Life$134K
  • Long-term disability$85K
  • Short-term disability$64K
  • Vision$36K
Total $572K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • STANDARD INSURANCE COMPANY49%
  • DELTA DENTAL OF CALIFORNIA44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Total $572K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $36K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SCHUNK OF NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.7M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCHUNK OF NORTH AMERICA LIFE AND DISABILITY PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$283K
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

SCHUNK OF NORTH AMERICA DENTAL PLAN

Fully Insured - DELTA DENTAL OF WI

Premiums$253K
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

SCHUNK OF NORTH AMERICA VISION PLAN

Fully Insured - WYSSTA INSURANCE COMPANY INC

Premiums$36K
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SCHUNK OF NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN401k$21.7M3062024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCHUNK OF NORTH AMERICA LIFE AND DISABILITY PLANFully InsuredSTANDARD INSURANCE COMPANY$283K4762025
503SCHUNK OF NORTH AMERICA DENTAL PLANFully InsuredDELTA DENTAL OF WI$253K3982025
502SCHUNK OF NORTH AMERICA VISION PLANFully InsuredWYSSTA INSURANCE COMPANY INC$36K3462025
Retirement plans
Welfare plans
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