Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$531K
- Prescription drug$531K
- Other$240K
- Life$234K
- Long-term disability$234K
- Vision$21K
Filings through .
Top hat
Curt G. Joa, Inc.
EIN 39-0376520machineryLatest filing 2025
Plans
3
Retirement
1
$92.3M assets
Health & Benefits
2
$791K premiums
Participants
764
100 CROCKER AVENUE P.O. BOX 903 - SHEBOYGAN FALLS, WI 53085920-467-6136joa.comLinkedIn201-500 employeesmachinery
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $791K premiums / 444 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CURT G. JOA, INC. EMPLOYEES TRUST FUND
401(k)
Assets$92.3M
Participants389
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
CURT G. JOA, INC. RETIREE HEALTH BENEFIT PLAN
Fully insured - HUMANA INSURANCE COMPANY
Premiums$531K
Covered lives195
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
CURT G. JOA, INC.'S COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$260K
Covered lives249
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CURT G. JOA, INC. EMPLOYEES TRUST FUND | 401(k) | $92.3M | 389 | 2025 |
- #001 · 401(k) · 2025389
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | CURT G. JOA, INC. RETIREE HEALTH BENEFIT PLAN | Fully insured | HUMANA INSURANCE COMPANY | $531K | 195 | 2025 |
| #505 | CURT G. JOA, INC.'S COMPREHENSIVE HEALTH AND WELFARE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $260K | 249 | 2025 |
- #506 · Fully insured · HUMANA INSURANCE COMPANY · 2025195
- #505 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025249
Retirement plans
Health & Benefits plans