Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SPUNCAST INC.
EIN 39-1246768mining & metalsLatest filing 2025
Plans
3
Retirement
2
$21.4M assets
Welfare
1
$59K premiums
Participants
407
W6499 RHINE ROAD - WATERTOWN, WI 53098920-262-8606spuncast.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.4M assets / 298 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $59K premiums / 109 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$53K
- Life$46K
- Long-term disability$46K
- Vision$6K
Carrier market share
Premium dollars by Schedule A carrier
78%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY78%
- UNITED HEALTHCARE INSURANCE COMPANY12%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- R & R INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SPUNCAST INC EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.4M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SPUNCAST INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.0M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SPUNCAST, INC. EMPLOYEE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$59K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SPUNCAST INC EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.4M | 166 | 2025 | |
| 001 | SPUNCAST INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.0M | 132 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPUNCAST, INC. EMPLOYEE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $59K | 109 | 2025 |
Retirement plans
Welfare plans