Carrier market share
Premium dollars by Schedule A carrier
57%top
- PETERSEN INTERNATIONAL UNDERWRITERS57%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY43%
Sponsor portfolio
ACUITY, A MUTUAL INSURANCE COMPANY
EIN 39-0491540Latest filing 2025
Plans
4
Retirement
1
$639.1M assets
Welfare
3
$2.8M premiums
Participants
3,756
2800 S TAYLOR DR - SHEBOYGAN, WI 530818474800-242-7666
Benefits portfolio analytics
3 plans / $2.8M premiums / 3,099 covered livesMulti-vendor
Broker market share
Schedule A broker compensation
69%top
- BART PLANNERS, INC.69%
- KME INSURANCE BROKERAGE, INC.27%
- GREGORY A MCROBERTS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ACUITY, A MUTUAL INSURANCE COMPANY 401(K) PLAN
401k
Assets$639.1M
Participants2,022
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ACUITY GROUP HEALTH AND WELFARE PLAN
Mixed - QBE INSURANCE
Premiums$2.5M
Covered lives3,076
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
ACUITY EXECUTIVE LTD PLOL PLAN
Fully Insured - PETERSEN INTERNATIONAL UNDERWRITERS
Premiums$135K
Covered lives11
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
ACUITY EXECUTIVE LTD MMLIC PLAN
Mixed - MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Premiums$101K
Covered lives12
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACUITY, A MUTUAL INSURANCE COMPANY 401(K) PLAN | 401k | $639.1M | 2,022 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ACUITY GROUP HEALTH AND WELFARE PLAN | Mixed | QBE INSURANCE | $2.5M | 3,076 | 2024 | |
| 507 | ACUITY EXECUTIVE LTD PLOL PLAN | Fully Insured | PETERSEN INTERNATIONAL UNDERWRITERS | $135K | 11 | 2025 | |
| 508 | ACUITY EXECUTIVE LTD MMLIC PLAN | Mixed | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $101K | 12 | 2025 |
Retirement plans
Welfare plans