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Sponsor portfolioTH

BRAKEBUSH BROTHERS, INC.

EIN 39-1018863-Manufacturing-Latest filing 2024
Plans
3
Retirement
1
$134.7M assets
Welfare
2
$2.3M premiums
Participants
6,997
N4993 6TH DRIVE - WESTFIELD, WI 539649511608-296-2121
Plans on this EIN
3 filings
#002401k-$134.7M - 3,297 part#502Fully Insured-$1.3M - 2,278 lives#501Self Funded-$1.0M - 1,421 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 3,699 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Stop-loss$1.0M
  • Vision$148K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY48%
  • THE STANDARD45%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • MARSH & MCLENNAN AGENCY LLC88%
  • MORETON & COMPANY12%
Total $19K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN

401k

Assets$134.7M
Participants3,297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BRAKEBUSH BROTHERS, INC. WELFARE BENEFITS NON-TRUST PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives2,278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BRAKEBUSH BROTHERS, INC. WELFARE BENEFITS TRUST

Self Funded - STANDARD LIFE AND ACCIDENT

Premiums$1.0M
Covered lives1,421
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRAKEBUSH BROTHERS, INC. EMPLOYEES SAVINGS & RETIREMENT PLAN401k$134.7M3,2972024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BRAKEBUSH BROTHERS, INC. WELFARE BENEFITS NON-TRUST PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$1.3M2,2782024
501BRAKEBUSH BROTHERS, INC. WELFARE BENEFITS TRUSTSelf FundedSTANDARD LIFE AND ACCIDENT$1.0M1,4212024
Retirement plans
Welfare plans
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