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Sponsor portfolio

J.W. SPEAKER CORPORATION

EIN 39-0626040-electrical/electronic manufacturing-Latest filing 2025
Plans
2
Retirement
1
$48.7M assets
Welfare
1
$278K premiums
Participants
1,025
N120W19434 FREISTADT ROAD - GERMANTOWN, WI 53022262-251-6660jwspeaker.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$48.7M - 612 part#503Mixed-$278K - 403 lives

Benefits portfolio analytics

1 plan / $278K premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$252K
  • Short-term disability$252K
  • Long-term disability$252K
  • Other$252K
  • Vision$25K
Total $278K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $278K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COTTINGHAM & BUTLER100%
Total $44K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

J.W. SPEAKER CORPORATION 401 (K) PLAN

401k

Assets$48.7M
Participants612
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

J. W. SPEAKER CORPORATION HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$278K
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001J.W. SPEAKER CORPORATION 401 (K) PLAN401k$48.7M6122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503J. W. SPEAKER CORPORATION HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$278K4032025
Retirement plans
Welfare plans
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