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Sponsor portfolio

R. SABEE COMPANY, LLC

EIN 39-0795096-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$4.8M assets
Welfare
1
$96K premiums
Participants
201
1718 W. EIGHTH STREET - APPLETON, WI 54914920-882-7350
Plans on this EIN
3 filings
#002401k-$3.3M - 27 part#001401k-$1.5M - 80 part#501Mixed-$96K - 77 lives

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 107 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • 401(K) P/S PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)80
  • 401(K) P/S PLAN (#002)27
Total 107Click row to drill in

Benefits portfolio analytics

1 plan / $96K premiums / 77 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$44K
  • Other$44K
  • Dental$44K
  • Short-term disability$42K
  • Long-term disability$42K
  • Vision$9K
Total $96K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY44%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $96K4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • THE HORTON GROUP80%
  • MARSH & MCLENNAN AGENCY LLC20%
Total $4K2 slices

Plan deep-dives

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

R. SABEE COMPANY, LLC OFFICE 401(K) P/S PLAN

401k

Assets$3.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

R. SABEE COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.5M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R. SABEE COMPANY, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$96K
Covered lives77
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002R. SABEE COMPANY, LLC OFFICE 401(K) P/S PLAN401k$3.3M272025
001R. SABEE COMPANY, LLC 401(K) PROFIT SHARING PLAN401k$1.5M802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R. SABEE COMPANY, LLC HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$96K772025
Retirement plans
Welfare plans
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