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Sponsor portfolio

UNBOLT, INC.

EIN 27-4382456-retail-Latest filing 2024
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$892K premiums
Participants
321
7518 HIGHWAY 60 - CEDARBURG, WI 53012262-377-5700LinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$7.8M - 215 part#503Fully Insured-$892K - 180 lives

Benefits portfolio analytics

1 plan / $892K premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$814K
  • Dental$814K
  • Vision$814K
  • Other$78K
  • Short-term disability$69K
  • Long-term disability$69K
  • +1 more
Total $892K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • HARTFORD LIFE AND ACCIDENT8%
  • HUMANA INSURANCE COMPANY1%
Total $892K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CYGANIAK PLANNING INC100%
Total $47K1 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

UNBOLT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.8M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

UNBOLT, INC WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$892K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNBOLT, INC. 401(K) PROFIT SHARING PLAN401k$7.8M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503UNBOLT, INC WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$892K1802024
Retirement plans
Welfare plans
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