PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. WAUPACA FOUNDRY, INC.
Sponsor portfolioTH

WAUPACA FOUNDRY, INC.

EIN 39-0880924-mining & metals-Latest filing 2025
Plans
4
Retirement
2
$701.9M assets
Welfare
2
$3.7M premiums
Participants
8,261
1955 BRUNNER DRIVE, PO BOX 249 - WAUPACA, WI 54981715-258-6611waupacafoundry.comLinkedIn1001-5000 employeesmining & metals
Plans on this EIN
4 filings
#001401k-$599.1M - 3,881 part#003TraditionalDB-$102.8M - 259 part#501Mixed-$3.7M - 2,878 lives#507Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $701.9M assets / 4,140 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CONSOLIDATED RETIREMENT PLAN (#001)85%
  • SALARIED EMPLOYEES PENSION (#003)15%
Total $701.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSOLIDATED RETIREMENT PLAN (#001)3,881
  • SALARIED EMPLOYEES PENSION (#003)259
Total 4,140Click row to drill in

Benefits portfolio analytics

2 plans / $3.7M premiums / 2,878 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.7M
  • Life$2.4M
  • Long-term disability$2.4M
Total $3.7M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA65%
  • RELIASTAR LIFE INSURANCE COMPANY33%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $242K1 slice

Plan deep-dives

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

WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN

401k

Assets$599.1M
Participants3,881
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN

TraditionalDB

Assets$102.8M
Participants259
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WAUPACA FOUNDRY, INC. HEALTH & WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$3.7M
Covered lives2,878
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

WAUPACA FOUNDRY, INC. HEALTH REIMBURSEMENT ACCOUNT PLAN FOR MEDICARE ELIGIBLE RETIREES AND RETIREE DEPENDENTS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WAUPACA FOUNDRY, INC. CONSOLIDATED RETIREMENT PLAN401k$599.1M3,8812024
003WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLANTraditionalDB$102.8M2592024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WAUPACA FOUNDRY, INC. HEALTH & WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$3.7M2,8782025
507WAUPACA FOUNDRY, INC. HEALTH REIMBURSEMENT ACCOUNT PLAN FOR MEDICARE ELIGIBLE RETIREES AND RETIREE DEPENDENTSSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica