PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILWAUKEE FORGE, LLC
Sponsor portfolio

MILWAUKEE FORGE, LLC

EIN 27-1867572-machinery-Latest filing 2024
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$1.6M premiums
Participants
291
1532 E OKLAHOMA AVE - MILWAUKEE, WI 53207414-489-7033milwaukeeforge.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#005401k-$8.7M - 148 part#501Fully Insured-$1.6M - 196 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Other$90K
  • Life$89K
  • Short-term disability$89K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $89K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MILWAUKEE FORGE 401(K) PLAN

401k

Assets$8.7M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILWAUKEE FORGE EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005MILWAUKEE FORGE 401(K) PLAN401k$8.7M1482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILWAUKEE FORGE EMPLOYEE WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1962024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica