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Sponsor portfolio

KOLBE & KOLBE MILLWORK CO., INC.

EIN 39-1193314-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$99.3M assets
Welfare
1
$505K premiums
Participants
1,964
1323 S 11TH AVE - WAUSAU, WI 544015980715-842-5666
Plans on this EIN
2 filings
#002401k-$99.3M - 1,075 part#501Mixed-$505K - 875 lives

Benefits portfolio analytics

1 plan / $505K premiums / 875 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$254K
  • Long-term disability$254K
  • Life$165K
  • Other$165K
  • Vision$86K
Total $505K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HARTFORD LIFE AND ACCIDENT50%
  • UNITED HEALTHCARE INSURANCE COMPANY33%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
Total $505K3 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • M3 INSURANCE SOLUTIONS INC55%
  • OPTAVISE, LLC31%
  • WATCHTOWER BENEFITS, LLC14%
Total $27K3 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

KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN

401k

Assets$99.3M
Participants1,075
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOLBE & KOLBE HEALTH AND WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$505K
Covered lives875
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN401k$99.3M1,0752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOLBE & KOLBE HEALTH AND WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$505K8752024
Retirement plans
Welfare plans
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