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Sponsor portfolio

FRISTAM PUMPS USA, LIMITED PARTNERSHIP

EIN 39-1263235-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$1.4M premiums
Participants
258
2410 PARVIEW ROAD - MIDDLETON, WI 53562608-831-5001
Plans on this EIN
2 filings
#003401k-$19.2M - 147 part#508Mixed-$1.4M - 206 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Life$114K
  • Short-term disability$114K
  • Long-term disability$114K
  • Other$114K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION92%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA8%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • M3 INSURANCE SOLUTIONS INC79%
  • GCG FINANCIAL LLC17%
  • THREEFLOW4%
  • IMG0%
Total $37K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FRISTAM PUMPS USA, LIMITED PARTNERSHIP RETIREMENT SAVINGS PLAN

401k

Assets$19.2M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

FRISTAM PUMPS USA, LIMITED PARTNERSHIP WRAP PLAN

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.4M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FRISTAM PUMPS USA, LIMITED PARTNERSHIP RETIREMENT SAVINGS PLAN401k$19.2M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508FRISTAM PUMPS USA, LIMITED PARTNERSHIP WRAP PLANMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.4M2062025
Retirement plans
Welfare plans
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