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Sponsor portfolio

CONSTRUCTION FORMS, INC.

EIN 39-1104344-construction-Latest filing 2024
Plans
2
Retirement
1
$20.4M assets
Welfare
1
$883K premiums
Participants
410
777 MARITIME DRIVE - PORT WASHINGTON, WI 53074262-284-7870constructionformscotland.co.ukLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002401k-$20.4M - 308 part#501Mixed-$883K - 151 lives

Benefits portfolio analytics

1 plan / $883K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$767K
  • Short-term disability$44K
  • Long-term disability$32K
  • Other$32K
  • Life$29K
  • Vision$8K
Total $883K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA12%
  • NGL1%
Total $883K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ALLIANT INSURANCE SERVICES, INC.72%
  • BENEFITS ADVISORS SERVICES GROUP23%
  • UMR, INC.5%
  • WATCHTOWER TECHNOLOGIES INC0%
Total $64K4 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

CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN

401k

Assets$20.4M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONSTRUCTION FORMS, INC. GROUP BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$883K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN401k$20.4M3082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONSTRUCTION FORMS, INC. GROUP BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$883K1512024
Retirement plans
Welfare plans
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