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Sponsor portfolioTH

AMEREQUIP CORPORATION

EIN 36-3271934-machinery-Latest filing 2025
Plans
3
Retirement
2
$16.5M assets
Welfare
1
$817K premiums
Participants
577
1015 CALUMET AVENUE - KIEL, WI 53042920-894-2000amerequip.comLinkedIn201-500 employeesmachinery
Plans on this EIN
3 filings
#001401k-$14.5M - 101 part#003401k-$2.0M - 223 part#501Mixed-$817K - 252 lives

Retirement portfolio analytics

2 plans aggregated / $16.5M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PROFIT SHARING PLAN (#001)88%
  • UNION EMPLOYEES 401(K) (#003)12%
Total $16.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • (Not disclosed)88%
  • ASSOCIATED TRUST COMPANY, N.A.12%
Total $16.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION EMPLOYEES 401(K) (#003)223
  • PROFIT SHARING PLAN (#001)101
Total 324Click row to drill in

Benefits portfolio analytics

1 plan / $817K premiums / 252 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$661K
  • Other$131K
  • Life$101K
  • Long-term disability$101K
  • Vision$25K
Total $817K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • GERBER LIFE INSURANCE COMPANY81%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNITEDHEALTHCARE INSURANCE COMPANY4%
  • VISION SERVICE PLAN3%
Total $817K4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • BROWN & BROWN INSURANCE SERVICES54%
  • MCCLONE AGENCY INC29%
  • PROFESSIONAL GROUP PLANS INC16%
  • HAYS COMPANIES, INC.1%
  • THIRD COAST ADVISORS INC0%
Total $19K5 slices

Plan deep-dives

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

AMEREQUIP CORPORATION EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN

401k

Assets$14.5M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN

401k

Assets$2.0M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMEREQUIP CORPORATION GROUP LIFE & HEALTH INSURANCE PLAN

Mixed - GERBER LIFE

Premiums$817K
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMEREQUIP CORPORATION EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN401k$14.5M1012025
003AMEREQUIP CORPORATION UNION EMPLOYEES 401(K) PLAN401k$2.0M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMEREQUIP CORPORATION GROUP LIFE & HEALTH INSURANCE PLANMixedGERBER LIFE$817K2522025
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