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Sponsor portfolio

LINCOLN CONTRACTORS SUPPLY, INC.

EIN 39-0916068-construction-Latest filing 2025
Plans
3
Retirement
2
$15.2M assets
Welfare
1
$94K premiums
Participants
419
11111 W. HAYES AVE. - MILWAUKEE, WI 53227414-541-1327lcswi.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003401k-$13.3M - 145 part#004ESOP-$1.8M - 138 part#503Mixed-$94K - 135 lives

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 283 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • INC. 401(K) Savings (#003)88%
  • EMPLOYEE STOCK OWNERSHIP (#004)12%
Total $15.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • AMERICAN UNITED LIFE INSURANCE CO88%
  • (Not disclosed)12%
Total $15.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#003)145
  • EMPLOYEE STOCK OWNERSHIP (#004)138
Total 283Click row to drill in

Benefits portfolio analytics

1 plan / $94K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$78K
  • Vision$10K
  • Life$5K
  • Other$5K
Total $94K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • DELTA DENTAL OF CALIFORNIA84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
Total $94K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LINCOLN CONTRACTORS SUPPLY, INC. 401(K) SAVINGS PLAN

401k

Assets$13.3M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LINCOLN CONTRACTORS SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LINCOLN CONTRACTORS SUPPLY, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$94K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LINCOLN CONTRACTORS SUPPLY, INC. 401(K) SAVINGS PLAN401k$13.3M1452024
004LINCOLN CONTRACTORS SUPPLY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.8M1382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LINCOLN CONTRACTORS SUPPLY, INC. HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$94K1352025
Retirement plans
Welfare plans
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