Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$511K
- Other$71K
- Long-term disability$31K
- Vision$16K
- Life$10K
Filings through .
Sponsor portfolio
The McClone Agency, Inc.
EIN 39-0968993Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$629K premiums
Participants
265
150 MAIN STREET SUITE 300, PO BOX 389 - MENASHA, WI 54952920-725-3232
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $629K premiums / 122 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN
401(k)
Assets$13.9M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
MCCLONE AGENCY INC.'S WELFARE BENEFIT PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$629K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN | 401(k) | $13.9M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | MCCLONE AGENCY INC.'S WELFARE BENEFIT PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $629K | 122 | 2025 |
Retirement plans
Welfare plans