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Sponsor portfolio

SJOBERG TOOL & MANUFACTURING CORP.

EIN 39-1224767-machinery-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$55K premiums
Participants
179
535 S INDUSTRIAL DR - HARTLAND, WI 530292323414-367-4469sjobergtool.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filings
#001401k-$10.4M - 78 part#502Mixed-$55K - 101 lives

Benefits portfolio analytics

1 plan / $55K premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$56K
  • Life$44K
  • Short-term disability$44K
  • Long-term disability$44K
Total $56K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY79%
  • UNITED HEALTHCARE INSURANCE COMPANY21%
Total $56K2 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • BROWN & BROWN INSURANCE SERVICES38%
  • HAYS COMPANIES, INC.37%
  • PROFESSIONAL GROUP PLANS INC16%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC10%
Total $9K4 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

SJOBERG TOOL SAVINGS PLAN

401k

Assets$10.4M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SJOBERG TOOL & MANUFACTURING CORPORATION GROUP LIFE & DISABILITY PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$55K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SJOBERG TOOL SAVINGS PLAN401k$10.4M782025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SJOBERG TOOL & MANUFACTURING CORPORATION GROUP LIFE & DISABILITY PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$55K1012025
Retirement plans
Welfare plans
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