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  2. FOX VALLEY TOOL & DIE, INC.
Sponsor portfolioTH

FOX VALLEY TOOL & DIE, INC.

EIN 39-1137755-machinery-Latest filing 2025
Plans
2
Retirement
1
$28.0M assets
Welfare
1
$100K premiums
Participants
306
2310 E MAIN ST - KAUKAUNA, WI 541301318920-766-9455fvtd.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$28.0M - 161 part#501Mixed-$100K - 142 lives

Benefits portfolio analytics

1 plan / $100K premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$70K
  • Life$30K
  • Short-term disability$27K
  • Long-term disability$19K
  • Vision$11K
Total $100K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY89%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
Total $100K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AVERGENT LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$28.0M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOX VALLEY TOOL & DIE, INC. BENEFITS AND WELLNESS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$100K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN401k$28.0M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOX VALLEY TOOL & DIE, INC. BENEFITS AND WELLNESS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$100K1422025
Retirement plans
Welfare plans
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