Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$252K
- Long-term disability$252K
- Other$252K
- Vision$32K
Sponsor portfolio
TRACE-A-MATIC CORPORATION
EIN 39-1103834mechanical or industrial engineeringLatest filing 2025
Plans
5
Retirement
1
$33.6M assets
Welfare
4
$318K premiums
Participants
774
21125 ENTERPRISE AVENUE - BROOKFIELD, WI 53045262-797-7300traceamatic.comLinkedIn201-500 employeesmechanical or industrial engineering
Benefits portfolio analytics
4 plans / $318K premiums / 914 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- SUN LIFE ASSURANCE COMPANY OF CANADA89%
- SUPERIOR DENTAL CARE11%
Broker market share
Schedule A broker compensation
100%top
- R & R INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN
401k
Assets$33.6M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
TRACE-A-MATIC CORPORATION WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$284K
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
TRACE-A-MATIC GROUP VISION PLAN
Fully Insured - SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC
Premiums$34K
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TRACE-A-MATIC GROUP DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TRACE-A-MATIC CORPORATION HEALTH PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRACE-A-MATIC/AFW/D&H INDUSTRIES EMPLOYEES RETIREMENT PLAN | 401k | $33.6M | 433 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | TRACE-A-MATIC CORPORATION WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $284K | 435 | 2025 | |
| 505 | TRACE-A-MATIC GROUP VISION PLAN | Fully Insured | SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC | $34K | 479 | 2024 | |
| 502 | TRACE-A-MATIC GROUP DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 503 | TRACE-A-MATIC CORPORATION HEALTH PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans