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Sponsor portfolio

KOETTER WOODWORKING, INC.

EIN 35-1420041-building materials-Latest filing 2025
Plans
6
Retirement
1
$33.1M assets
Welfare
5
$530K premiums
Participants
1,347
533 LOUIS SMITH ROAD - BORDEN, IN 47106812-923-6643LinkedIn201-500 employeesbuilding materials
Plans on this EIN
6 filings
#002401k-$33.1M - 290 part#528Fully Insured-$261K - 308 lives#526Fully Insured-$156K - 541 lives#529Mixed-$91K - 158 lives#527Fully Insured-$22K - 347 lives#525Self Funded-0 lives

Benefits portfolio analytics

5 plans / $530K premiums / 1,354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$352K
  • Life$261K
  • Short-term disability$261K
  • Long-term disability$261K
  • Dental$156K
  • Vision$22K
Total $530K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA66%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • EYEMED VISION CARE4%
Total $530K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • GALLAGHER BENEFIT SERVICES, INC.55%
  • ROGLE INC24%
  • BENEFIT PARTNERS GROUP LLC22%
Total $55K3 slices

Plan deep-dives

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

KOETTER WOODWORKING, INC. 401(K) PLAN

401k

Assets$33.1M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#528

KOETTER WOODWORKING, INC. LIFE WELFARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$261K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#526

KOETTER WOODWORKING, INC. DENTAL WELFARE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$156K
Covered lives541
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#529

KOETTER WOODWORKING, INC. WORKSITE BENEFITS PLAN

Mixed - UNUM INSURANCE COMPANY

Premiums$91K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#527

KOETTER WOODWORKING, INC. VISION WELFARE PLAN

Fully Insured - EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.

Premiums$22K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

KOETTER WOODWORKING, INC. MEDICAL WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KOETTER WOODWORKING, INC. 401(K) PLAN401k$33.1M2902025

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
528KOETTER WOODWORKING, INC. LIFE WELFARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$261K3082025
526KOETTER WOODWORKING, INC. DENTAL WELFARE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$156K5412025
529KOETTER WOODWORKING, INC. WORKSITE BENEFITS PLANMixedUNUM INSURANCE COMPANY$91K1582025
527KOETTER WOODWORKING, INC. VISION WELFARE PLANFully InsuredEYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO.$22K3472025
525KOETTER WOODWORKING, INC. MEDICAL WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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