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Sponsor portfolio

WELDALL MFG., INC.

EIN 39-1199680-machinery-Latest filing 2025
Plans
2
Retirement
1
$16.3M assets
Welfare
1
$798K premiums
Participants
830
2001 SOUTH PRAIRIE AVENUE - WAUKESHA, WI 53189262-544-1155LinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#001401k-$16.3M - 304 part#506Mixed-$798K - 542 lives

Benefits portfolio analytics

1 plan / $798K premiums / 542 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$615K
  • Other$156K
  • Vision$28K
  • Life$24K
Total $798K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA77%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • UNITED HEALTHCARE INSURANCE COMPANY5%
  • SUPERIOR DENTAL CARE4%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $798K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ANSAY & ASSOCIATES LLC100%
Total $13K1 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

WELDALL MFG., INC. PROFIT SHARING 401(K) SAVINGS PLAN

401k

Assets$16.3M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WELDALL MANUFACTURING WELFARE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$798K
Covered lives542
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELDALL MFG., INC. PROFIT SHARING 401(K) SAVINGS PLAN401k$16.3M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WELDALL MANUFACTURING WELFARE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$798K5422025
Retirement plans
Welfare plans
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