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Sponsor portfolio

AIROLDI BROTHERS, INC.

EIN 39-0834611-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$234K premiums
Participants
691
6930 S. 6TH STREET - OAK CREEK, WI 53154414-856-0508airoldibrothers.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$12.5M - 372 part#510Mixed-$234K - 309 lives

Benefits portfolio analytics

1 plan / $234K premiums / 309 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$116K
  • Short-term disability$65K
  • Long-term disability$28K
  • Vision$25K
  • Life$2K
Total $234K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
  • AFLAC39%
  • SUPERIOR DENTAL CARE11%
Total $234K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • AVERGENT LLC59%
  • EPSIX, INC.18%
  • MARK HOLZINGER11%
  • TAD HOWARD ASP3%
  • AMY KNUTSON2%
  • +3 more
Total $36K8 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

AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.5M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

AIROLDI BROTHERS, INC. WELFARE BENEFITS PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$234K
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AIROLDI BROTHERS, INC. 401(K) PROFIT SHARING PLAN401k$12.5M3722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510AIROLDI BROTHERS, INC. WELFARE BENEFITS PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$234K3092025
Retirement plans
Welfare plans
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