Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Vision$2.7M
- Life$71K
- Other$71K
- Long-term disability$21K
Sponsor portfolio
HALQUIST STONE COMPANY, INC.
EIN 39-1139607Latest filing 2025
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$2.8M premiums
Participants
681
N51 W23563 LISBON ROAD - SUSSEX, WI 53089262-246-9000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 216 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- UNITEDHEALTHCARE INSURANCE COMPANY97%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- M3 INSURANCE SOLUTIONS 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
HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$32.1M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HALQUIST STONE COMPANY INC WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALQUIST STONE COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401k | $32.1M | 375 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HALQUIST STONE COMPANY INC WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 216 | 2025 |
Retirement plans
Welfare plans