Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$119K
- Vision$119K
- Life$119K
- Short-term disability$119K
- Long-term disability$119K
- Other$119K
Sponsor portfolioTH
COAKLEY BROTHERS COMPANY, INC.
EIN 39-0215980consumer servicesLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$119K premiums
Participants
218
400 SOUTH 5TH STREET - MILWAUKEE, WI 53204414-238-2515coakleybros.comLinkedIn201-500 employeesconsumer services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $119K premiums / 88 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
84%top
- M3 INSURANCE SOLUTIONS INC84%
- DECISELY INSURANCE SERVICES INC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COAKLEY BROTHERS, INC. PROFIT SHARING & 401(K) PLAN
401k
Assets$6.9M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COAKLEY BROS. CO. WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$119K
Covered lives88
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COAKLEY BROTHERS, INC. PROFIT SHARING & 401(K) PLAN | 401k | $6.9M | 118 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COAKLEY BROS. CO. WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $119K | 88 | 2025 |
Retirement plans
Welfare plans