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Sponsor portfolioTH

SUBURBAN ENTERPRISES, INC.

EIN 39-1186528-construction-Latest filing 2025
Plans
2
Retirement
1
$30.1M assets
Welfare
1
$733K premiums
Participants
508
700 N LYNNDALE DRIVE - APPLETON, WI 54914920-739-5156suburbanenterprises.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001ESOP-$30.1M - 283 part#501Mixed-$733K - 244 lives

Benefits portfolio analytics

1 plan / $733K premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$527K
  • Short-term disability$58K
  • Other$46K
  • Long-term disability$42K
  • Life$36K
  • Vision$25K
Total $733K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • SYMETRA LIFE INSURANCE COMPANY72%
  • STANDARD INSURANCE COMPANY23%
  • SUPERIOR VISION PLAN OF TEXAS3%
  • THEDACARE1%
Total $733K4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • M3 INSURANCE SOLUTIONS INC90%
  • C2 CENTRIC LLC5%
  • GCG FINANCIAL LLC4%
  • JENNON CARUTH2%
Total $89K4 slices

Plan deep-dives

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

SUBURBAN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$30.1M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUBURBAN ENTERPRISES, INC. EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$733K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SUBURBAN ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$30.1M2832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUBURBAN ENTERPRISES, INC. EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$733K2442025
Retirement plans
Welfare plans
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