Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$316K
- Other$316K
- Long-term disability$232K
- Vision$54K
Sponsor portfolioTH
PALERMO VILLA, INC.
EIN 39-1035704ManufacturingLatest filing 2024
Plans
2
Retirement
1
$38.9M assets
Welfare
1
$370K premiums
Participants
2,309
3301 WEST CANAL STREET - MILWAUKEE, WI 532084137414-643-0919
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $370K premiums / 1,096 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA85%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
93%top
- M3 INSURANCE SOLUTIONS INC93%
- WATCHTOWER TECHNOLOGIES INC7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PALERMO VILLA, INC. 401(K) PLAN
401k
Assets$38.9M
Participants1,224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PALERMO VILLA, INC. WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$370K
Covered lives1,096
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PALERMO VILLA, INC. 401(K) PLAN | 401k | $38.9M | 1,224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PALERMO VILLA, INC. WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $370K | 1,096 | 2024 |
Retirement plans
Welfare plans