PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FULLERTON TOOL COMPANY
Sponsor portfolio

FULLERTON TOOL COMPANY

EIN 38-1288328-machinery-Latest filing 2025
Plans
2
Retirement
1
$24.1M assets
Welfare
1
$507K premiums
Participants
405
121 PERRY STREET - SAGINAW, MI 486021412989-799-4550fullertontool.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#003401k-$24.1M - 219 part#501Mixed-$507K - 365 lives

Benefits portfolio analytics

1 plan / $507K premiums / 365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$217K
  • Other$119K
  • Dental$113K
  • Life$72K
  • Vision$21K
Total $507K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • COMPANION LIFE INSURANCE COMPANY43%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY31%
  • DELTA DENTAL OF CALIFORNIA22%
  • EYEMED VISION CARE4%
Total $507K4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ASR HEALTH BENEFITS85%
  • SAGINAW UNDERWRITERS INC8%
  • SBU - ROBERT J DOTSON JR6%
Total $163K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FULLERTON TOOL CO INC 401K

401k

Assets$24.1M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FULLERTON TOOL COMPANY, INC. HEALTH BENEFIT PLAN

Mixed - COMPANION LIFE

Premiums$507K
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FULLERTON TOOL CO INC 401K401k$24.1M2192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FULLERTON TOOL COMPANY, INC. HEALTH BENEFIT PLANMixedCOMPANION LIFE$507K3652025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica