Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$277K
- Life$242K
- Long-term disability$242K
- Vision$28K
Sponsor portfolioTH
BURR OAK TOOL INC.
EIN 38-1218471machineryLatest filing 2025
Plans
2
Retirement
1
$73.3M assets
Welfare
1
$306K premiums
Participants
728
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $306K premiums / 335 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY79%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- STARMOUNT LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
73%top
- GIBSON INSURANCE AGENCY, INC.73%
- JAMES R NELLIGAN & ASSOCIATES LLC27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
BURR OAK TOOL INC. EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$73.3M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#580
BURR OAK TOOL INC. EMPLOYEES WELFARE BENEFIT PLAN
Mewa - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$306K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | BURR OAK TOOL INC. EMPLOYEES' PROFIT SHARING PLAN | 401k | $73.3M | 422 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 580 | BURR OAK TOOL INC. EMPLOYEES WELFARE BENEFIT PLAN | Mewa | RELIANCE STANDARD LIFE INSURANCE COMPANY | $306K | 335 | 2025 |
Retirement plans
Welfare plans