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Sponsor portfolio

LAVELLE INDUSTRIES, INC.

EIN 36-3566803-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$47.2M assets
Welfare
1
$264K premiums
Participants
834
665 MCHENRY ST - BURLINGTON, WI 53105262-763-2434lavelle.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$47.2M - 484 part#502Mixed-$264K - 437 lives

Benefits portfolio analytics

1 plan / $264K premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$128K
  • Other$84K
  • Life$56K
  • Long-term disability$29K
  • Vision$23K
Total $264K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • UNITEDHEALTHCARE INSURANCE COMPANY59%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY32%
  • AMERITAS LIFE INSURANCE CORP.9%
Total $264K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $25K1 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

LAVELLE INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

401k

Assets$47.2M
Participants484
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LAVELLE INDUSTRIES, INC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$264K
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LAVELLE INDUSTRIES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN401k$47.2M4842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LAVELLE INDUSTRIES, INC HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$264K4372025
Retirement plans
Welfare plans
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