Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$81K
- Other$70K
- Life$58K
- Short-term disability$58K
- Vision$13K
Sponsor portfolioTH
PRIMEX, INC.
EIN 39-1191616facilities servicesLatest filing 2025
Plans
2
Retirement
1
$25.7M assets
Welfare
1
$106K premiums
Participants
290
965 WELLS STREET - LAKE GENEVA, WI 53147262-249-3061primexinc.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $106K premiums / 165 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY55%
- PRINCIPAL LIFE INSURANCE COMPANY21%
- EYEMED VISION CARE12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- AETNA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
68%top
- MARSH & MCLENNAN AGENCY LLC68%
- ASSURANCE AGENCY LTD16%
- KME INSURANCE BROKERAGE, INC.11%
- DEBRA POCZATKO1%
- HENRY J SAMAAN1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST
401k
Assets$25.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
PRIMEX, INC. HEALTH PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$106K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | 401k | $25.7M | 180 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | PRIMEX, INC. HEALTH PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $106K | 165 | 2025 |
Retirement plans
Welfare plans