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  2. BADGER SHEET METAL WORKS OF GREEN BAY, LLC
Sponsor portfolio

BADGER SHEET METAL WORKS OF GREEN BAY, LLC

EIN 39-0144150-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$1.2M premiums
Participants
206
P.O. BOX 5875 - DE PERE, WI 54115920-435-8881LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$4.8M - 109 part#501Fully Insured-$1.2M - 153 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 153 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Other$108K
  • Life$105K
  • Short-term disability$105K
  • Long-term disability$105K
  • Vision$8K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • HARTFORD LIFE AND ACCIDENT8%
  • SUPERIOR DENTAL CARE1%
  • CARE-PLUS DENTAL PLANS, INC.1%
  • EMPLOYEE NETWORK, INC.0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • RSC INSURANCE BROKERAGE INC88%
  • LOCKTON COMPANIES, LLC7%
  • WATCHTOWER BENEFITS, LLC5%
Total $27K3 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

BADGER SHEET METAL 401(K) PLAN AND TRUST

401k

Assets$4.8M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BADGER SHEET METAL WORKS HEALTH & WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BADGER SHEET METAL 401(K) PLAN AND TRUST401k$4.8M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BADGER SHEET METAL WORKS HEALTH & WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1532024
Retirement plans
Welfare plans
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