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Sponsor portfolio

LOOS MACHINE & AUTOMATION LLC

EIN 39-1031349-machinery-Latest filing 2025
Plans
2
Retirement
1
$17.9M assets
Welfare
1
$160K premiums
Participants
265
205 WEST WASHINGTON ST - COLBY, WI 54421715-223-2844loosmachine.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$17.9M - 138 part#503Mixed-$160K - 141 lives

Benefits portfolio analytics

1 plan / $160K premiums / 141 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$68K
  • Short-term disability$36K
  • Other$24K
  • Long-term disability$21K
  • Life$14K
  • Vision$10K
Total $160K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • DELTA DENTAL OF CALIFORNIA42%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • TRANSAMERICA LIFE INSURANCE COMPANY0%
  • CINCINNATI LIFE INSURANCE COMPANY0%
Total $160K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
  • ADVANTAGE GROUP GA LLC0%
  • JOSEPH P CALARCO0%
  • MICHAEL D. HELLER0%
Total $16K4 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

LOOS MACHINE & AUTOMATION, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$17.9M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LOOS MACHINE & AUTOMATION LLC HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$160K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LOOS MACHINE & AUTOMATION, LLC 401(K) PROFIT SHARING PLAN401k$17.9M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LOOS MACHINE & AUTOMATION LLC HEALTH AND WELFARE PLANMixedDELTA DENTAL OF WISCONSIN$160K1412025
Retirement plans
Welfare plans
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