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  1. Companies/
  2. TRACHTE BUILDING SYSTEMS, INC.
Sponsor portfolio

TRACHTE BUILDING SYSTEMS, INC.

EIN 39-0662360-construction-Latest filing 2024
Plans
4
Retirement
3
$352.4M assets
Welfare
1
$986K premiums
Participants
1,445
314 WILBURN RD. - SUN PRAIRIE, WI 53590608-327-3130trachte.comLinkedIn201-500 employeesconstruction
Plans on this EIN
4 filings
#004ESOP-$315.1M - 320 part#003401k-$31.4M - 317 part#002401k-$5.9M - 205 part#504Mixed-$986K - 592 lives

Retirement portfolio analytics

3 plans aggregated / $352.4M assets / 842 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • EMPLOYEE STOCK OWNERSHIP (#004)89%
  • SYSTEMS, INC. 401(K) (#003)9%
  • EMPLOYEE RETIREMENT PLAN (#002)2%
Total $352.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)320
  • SYSTEMS, INC. 401(K) (#003)317
  • EMPLOYEE RETIREMENT PLAN (#002)205
Total 842Click row to drill in

Benefits portfolio analytics

1 plan / $986K premiums / 592 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$776K
  • Life$182K
  • Long-term disability$182K
  • Other$182K
  • Vision$29K
Total $986K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HCC LIFE INSURANCE COMPANY79%
  • HARTFORD LIFE AND ACCIDENT18%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $986K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$315.1M
Participants320
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TRACHTE BUILDING SYSTEMS, INC. 401(K) PLAN

401k

Assets$31.4M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRACHTE BUILDING SYSTEMS, INC. 401(K) EMPLOYEE RETIREMENT PLAN

401k

Assets$5.9M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

TRACHTE BUILDING SYSTEMS, INC. WELFARE BENEFIT PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$986K
Covered lives592
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004TRACHTE BUILDING SYSTEMS EMPLOYEE STOCK OWNERSHIP PLANESOP$315.1M3202024
003TRACHTE BUILDING SYSTEMS, INC. 401(K) PLAN401k$31.4M3172024
002TRACHTE BUILDING SYSTEMS, INC. 401(K) EMPLOYEE RETIREMENT PLAN401k$5.9M2052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504TRACHTE BUILDING SYSTEMS, INC. WELFARE BENEFIT PLANMixedHCC LIFE INSURANCE COMPANY$986K5922024
Retirement plans
Welfare plans
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