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FRASER INDUSTRIES & AFFILIATED COMPANIES

EIN 27-1970821-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
2
$14.0M assets
Welfare
1
$585K premiums
Participants
402
1 CLOUGH AVE - SUPERIOR, WI 54880715-390-4122
Plans on this EIN
3 filings
#001401k-$10.8M - 107 part#002401k-$3.2M - 145 part#501Mixed-$585K - 162 lives

Retirement portfolio analytics

2 plans aggregated / $14.0M assets / 252 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • AFFILIATED COMPANIES 401K (#001)77%
  • UNION EMPLOYEES 401(K) (#002)23%
Total $14.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
77%top
  • (Not disclosed)77%
  • ASCENSUS LLC23%
Total $14.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#002)145
  • AFFILIATED COMPANIES 401K (#001)107
Total 252Click row to drill in

Benefits portfolio analytics

1 plan / $585K premiums / 162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$493K
  • Life$83K
  • Short-term disability$83K
  • Long-term disability$83K
  • Other$83K
  • Vision$9K
Total $585K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • MEDICA INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $585K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FRASER INDUSTRIES & AFFILIATED COMPANIES 401K

401k

Assets$10.8M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FRASER INDUSTRIES UNION EMPLOYEES 401(K)

401k

Assets$3.2M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRASER INDUSTRIES FLEXIBLE BENEFITS PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$585K
Covered lives162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FRASER INDUSTRIES & AFFILIATED COMPANIES 401K401k$10.8M1072025
002FRASER INDUSTRIES UNION EMPLOYEES 401(K)401k$3.2M1452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRASER INDUSTRIES FLEXIBLE BENEFITS PLANMixedMEDICA INSURANCE COMPANY$585K1622025
Retirement plans
Welfare plans
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