Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$264K
- Life$148K
- Long-term disability$93K
- Vision$32K
Sponsor portfolioTH
THE BOELTER COMPANIES, INC.
EIN 39-0752036food & beveragesLatest filing 2025
Plans
2
Retirement
1
$50.4M assets
Welfare
1
$537K premiums
Participants
1,173
N22W23685 RIDGEVIEW PKWY W - WAUKESHA, WI 53188262-523-6200boelter.comLinkedIn501-1000 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $537K premiums / 508 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- DELTA DENTAL OF CALIFORNIA49%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY45%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$50.4M
Participants665
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BOELTER COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF WI
Premiums$537K
Covered lives508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE BOELTER COMPANIES, INC. RETIREMENT SAVINGS PLAN | 401k | $50.4M | 665 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BOELTER COMPANIES, INC. EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF WI | $537K | 508 | 2025 |
Retirement plans
Welfare plans