PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Carlson Tool & Manufacturing Corp.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Carlson Tool & Manufacturing Corp.

EIN 39-0973406-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$28.3M assets
Health & Benefits
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
#001401(k)-$28.3M - 163 part#501Mixed-$604K - 188 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$28.3M
Participants163
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CARLSON TOOL & MANUFACTURING CORPORATION WELFARE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$604K
Covered lives188
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CARLSON TOOL & MANUFACTURING CORP. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN401(k)$28.3M1632025
  • CARLSON TOOL & MANUFACTURING CORP. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN$28.3M
    #001 · 401(k) · 2025163

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CARLSON TOOL & MANUFACTURING CORPORATION WELFARE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$604K1882025
  • CARLSON TOOL & MANUFACTURING CORPORATION WELFARE BENEFITS PLAN$604K
    #501 · Mixed · HCC LIFE INSURANCE COMPANY · 2025188
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica