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  2. Wenthe-Davidson Engineering Co.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Wenthe-Davidson Engineering Co.

EIN 39-0696715-mechanical or industrial engineering-Latest filing 2025
Plans
6
Retirement
2
$38.0M assets
Health & Benefits
4
$621K premiums
Participants
1,031
16300 WEST ROGERS DRIVE - NEW BERLIN, WI 53151262-782-1550wenthe-davidson.comLinkedIn51-200 employeesmechanical or industrial engineering
Plans on this EIN
6 filings
#002ESOP-$26.4M - 240 part#001401(k)-$11.6M - 196 part#502Self-funded-$393K - 143 lives#505Fully insured-$119K - 171 lives#504Fully insured-$94K - 146 lives#506Fully insured-$15K - 135 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $38.0M assets / 436 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$26.4M
  • PLAN AND 401(K) (#001)$11.6M
Total $38.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$26.4M
  • ASSOCIATED TRUST COMPANY, N.A.$11.6M
Total $38.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)240
  • PLAN AND 401(K) (#001)196
Total 436Select a row to open it

Benefits portfolio analytics

4 plans / $621K premiums / 595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$387K
  • Life$121K
  • Short-term disability$121K
  • Long-term disability$121K
  • Dental$85K
  • Vision$13K
Total $606K6 rows
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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#002

WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.4M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

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

401(k)

Assets$11.6M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

WENTHE-DAVIDSON ENGINEERING CO. HEALTH PLAN

Self-funded - UNITED HEALTHCARE STOP LOSS UNITED HEALTH

Premiums$393K
Covered lives143
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

WENTHE-DAVIDSON ENGINEERING CO. STD/LTD PLAN

Fully insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$119K
Covered lives171
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

WENTHE-DAVIDSON ENGINEERING CO. DENTAL PLAN

Fully insured - DELTA DENTAL OF WISCONSIN

Premiums$94K
Covered lives146
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

WENTHE-DAVIDSON ENGINEERING CO. VISION PLAN

Fully insured - WYSSTA INSURANCE COMPANY INC.

Premiums$15K
Covered lives135
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLANESOP$26.4M2402025
#001WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEES' PROFIT SHARING PLAN AND 401(K) PLAN401(k)$11.6M1962025
  • WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEE STOCK OWNERSHIP PLAN$26.4M
    #002 · ESOP · 2025240
  • WENTHE-DAVIDSON ENGINEERING CO. EMPLOYEES' PROFIT SHARING PLAN AND 401(K) PLAN$11.6M
    #001 · 401(k) · 2025196

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
  • WENTHE-DAVIDSON ENGINEERING CO. HEALTH PLAN$393K
    #502 · Self-funded · UNITED HEALTHCARE STOP LOSS UNITED HEALTH · 2025143
  • WENTHE-DAVIDSON ENGINEERING CO. STD/LTD PLAN$119K
    #505 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2025171
  • WENTHE-DAVIDSON ENGINEERING CO. DENTAL PLAN$94K
    #504 · Fully insured · DELTA DENTAL OF WISCONSIN · 2025146
  • WENTHE-DAVIDSON ENGINEERING CO. VISION PLAN$15K
    #506 · Fully insured · WYSSTA INSURANCE COMPANY INC. · 2025135
Retirement plans
Health & Benefits plans

On this page

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  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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