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Sponsor portfolio

BANE-WELKER EQUIPMENT LLC

EIN 36-4748678-machinery-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$1.1M premiums
Participants
813
33 EAST 700 SOUTH - LADOGA, IN 47954765-866-0494bane-welker.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$17.9M - 400 part#501Mixed-$1.1M - 379 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$775K
  • Stop-loss$775K
  • Dental$137K
  • Life$127K
  • Long-term disability$127K
  • Vision$41K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNIMERICA INSURANCE COMPANY72%
  • DELTA DENTAL OF CALIFORNIA13%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN4%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • STEALTH PARTNER GROUP LLC63%
  • MJ INSURANCE29%
  • JAMES R NELLIGAN & ASSOCIATES LLC7%
Total $86K3 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

BANE-WELKER EQUIPMENT, LLC 401(K) PLAN

401k

Assets$17.9M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BANE-WELKER EQUIPMENT LLC

Mixed - UNIMERICA INSURANCE COMPANY

Premiums$1.1M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BANE-WELKER EQUIPMENT, LLC 401(K) PLAN401k$17.9M4002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BANE-WELKER EQUIPMENT LLCMixedUNIMERICA INSURANCE COMPANY$1.1M3792025
Retirement plans
Welfare plans
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