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Sponsor portfolio

WENTHE-DAVIDSON ENGINEERING CO.

EIN 39-0696715-mechanical or industrial engineering-Latest filing 2025
Plans
6
Retirement
2
$42.1M assets
Welfare
4
$621K premiums
Participants
1,038
16300 WEST ROGERS DRIVE - NEW BERLIN, WI 531510286262-782-1550wenthe-davidson.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
6 filings
#002ESOP-$26.4M - 240 part#001401k-$15.7M - 203 part#502Self Funded-$393K - 143 lives#505Fully Insured-$119K - 171 lives#504Fully Insured-$94K - 146 lives#506Fully Insured-$15K - 135 lives

Retirement portfolio analytics

2 plans aggregated / $42.1M assets / 443 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#002)63%
  • PLAN AND 401(K) (#001)37%
Total $42.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • ASSOCIATED TRUST COMPANY, N.A.37%
Total $42.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)240
  • PLAN AND 401(K) (#001)203
Total 443Click row to drill in

Benefits portfolio analytics

4 plans / $621K premiums / 595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$393K
  • Life$119K
  • Short-term disability$119K
  • Long-term disability$119K
  • Dental$94K
  • Vision$15K
Total $621K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED HEALTHCARE STOP LOSS - UNITED HEALTH63%
  • PRINCIPAL LIFE INSURANCE COMPANY19%
  • DELTA DENTAL OF CALIFORNIA15%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $621K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $62K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEES' PROFIT SHARING PLAN AND 401(K) PLAN

401k

Assets$15.7M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WENTHE-DAVIDSON ENGINEERING CO. HEALTH PLAN

Self Funded - UNITED HEALTHCARE STOP LOSS UNITED HEALTH

Premiums$393K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WENTHE-DAVIDSON ENGINEERING CO. STD/LTD PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$119K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WENTHE-DAVIDSON ENGINEERING CO. DENTAL PLAN

Fully Insured - DELTA DENTAL OF WISCONSIN

Premiums$94K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WENTHE-DAVIDSON ENGINEERING CO. VISION PLAN

Fully Insured - WYSSTA INSURANCE COMPANY INC.

Premiums$15K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$26.4M2402025
001WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEES' PROFIT SHARING PLAN AND 401(K) PLAN401k$15.7M2032024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WENTHE-DAVIDSON ENGINEERING CO. HEALTH PLANSelf FundedUNITED HEALTHCARE STOP LOSS UNITED HEALTH$393K1432025
505WENTHE-DAVIDSON ENGINEERING CO. STD/LTD PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$119K1712025
504WENTHE-DAVIDSON ENGINEERING CO. DENTAL PLANFully InsuredDELTA DENTAL OF WISCONSIN$94K1462025
506WENTHE-DAVIDSON ENGINEERING CO. VISION PLANFully InsuredWYSSTA INSURANCE COMPANY INC.$15K1352025
Retirement plans
Welfare plans
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