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Sponsor portfolio

KRIETE GROUP

EIN 39-0821100-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$39.4M assets
Welfare
1
$358K premiums
Participants
1,086
333 EAST WISCONSIN AVENUE - MILWAUKEE, WI 53202414-224-9300krietetrucks.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$39.4M - 641 part#501Mixed-$358K - 445 lives

Benefits portfolio analytics

1 plan / $358K premiums / 445 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$263K
  • Vision$263K
  • Life$95K
  • Short-term disability$95K
  • Long-term disability$95K
  • Other$95K
Total $358K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITED HEALTHCARE INSURANCE COMPANY73%
  • SUN LIFE ASSURANCE COMPANY OF CANADA27%
Total $358K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BROWN & BROWN INSURANCE SERVICES82%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC18%
Total $23K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KRIETE GROUP RETIREMENT SAVINGS PLAN

401k

Assets$39.4M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KRIETE GROUP WELFARE PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$358K
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KRIETE GROUP RETIREMENT SAVINGS PLAN401k$39.4M6412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KRIETE GROUP WELFARE PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$358K4452025
Retirement plans
Welfare plans
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