PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CARLSON TOOL & MANUFACTURING CORP.
Sponsor portfolioTH

CARLSON TOOL & MANUFACTURING CORP.

EIN 39-0973406-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$28.3M assets
Welfare
1
$604K premiums
Participants
273
W57 N14386 DOERR WAY, P. O. BOX 85 - CEDARBURG, WI 53012262-377-2020carlsontool.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$28.3M - 163 part#501Mixed-$604K - 188 lives

Benefits portfolio analytics

1 plan / $604K premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$456K
  • Stop-loss$456K
  • Other$76K
  • Dental$64K
  • Life$63K
  • Long-term disability$63K
  • +1 more
Total $604K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • HCC LIFE INSURANCE COMPANY76%
  • DELTA DENTAL OF CALIFORNIA11%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • SUPERIOR DENTAL CARE1%
Total $604K5 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • STEALTH PARTNER GROUP LLC53%
  • R & R INSURANCE SERVICES INC31%
  • WMC SERVICE CORPORATION16%
Total $45K3 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

CARLSON TOOL & MANUFACTURING CORP. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN

401k

Assets$28.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARLSON TOOL & MANUFACTURING CORPORATION WELFARE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$604K
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARLSON TOOL & MANUFACTURING CORP. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN401k$28.3M1632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARLSON TOOL & MANUFACTURING CORPORATION WELFARE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$604K1882025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica