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Sponsor portfolioTH

OMEGA ENTERPRISES, INC. AND SUBSIDIARIES

EIN 39-1285453-Construction-Latest filing 2025
Plans
3
Retirement
1
$56.1M assets
Welfare
2
$152K premiums
Participants
548
PO BOX 7000 - KAUKAUNA, WI 541307000920-759-2500
Plans on this EIN
3 filings
#001401k-$56.1M - 226 part#555Fully Insured-$105K - 204 lives#501Mixed-$47K - 142 lives

Benefits portfolio analytics

2 plans / $152K premiums / 346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$46K
  • Life$29K
  • Long-term disability$29K
Total $105K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA56%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
Total $105K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $15K1 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

OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$56.1M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#555

OMEGA ENTERPRISES, INC. LIFE, DISABILITY, AND LONG TERM CARE PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$105K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

OMEGA ENTERPRISES, INC. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$47K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OMEGA ENTERPRISES, INC. AND SUBSIDIARIES 401(K) SAVINGS AND RETIREMENT PLAN401k$56.1M2262025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
555OMEGA ENTERPRISES, INC. LIFE, DISABILITY, AND LONG TERM CARE PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$105K2042025
501OMEGA ENTERPRISES, INC. EMPLOYEE HEALTH AND WELFARE BENEFIT PLANMixedUNITED HEALTHCARE INSURANCE COMPANY$47K1422024
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