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Sponsor portfolio

AMERICAN STATE EQUIPMENT CO., INC.

EIN 39-0965954-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$23.4M assets
Welfare
1
$699K premiums
Participants
252
2055 SOUTH 108TH STREET - MILWAUKEE, WI 53227414-541-8700
Plans on this EIN
2 filings
#001401k-$23.4M - 142 part#502Mixed-$699K - 117 lives

Benefits portfolio analytics

1 plan / $699K premiums / 117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$585K
  • Life$101K
  • Long-term disability$101K
  • Short-term disability$83K
  • Vision$13K
Total $699K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
  • HARTFORD LIFE AND ACCIDENT3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $699K4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • AUXIANT58%
  • R & R INSURANCE SERVICES INC40%
  • UNITED OF OMAHA LIFE INSURANCE CO2%
  • WOLLER - ANGER & COMPANY1%
Total $180K4 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

AMERICAN STATE EQUIPMENT CO., INC. EMPLOYEES' 401(K) PLAN

401k

Assets$23.4M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

AMERICAN STATE EQUIPMENT CO., INC. MEDICAL AND DEN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$699K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN STATE EQUIPMENT CO., INC. EMPLOYEES' 401(K) PLAN401k$23.4M1422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502AMERICAN STATE EQUIPMENT CO., INC. MEDICAL AND DENMixedSUN LIFE ASSURANCE COMPANY OF CANADA$699K1172024
Retirement plans
Welfare plans
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