Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$42K
- Short-term disability$40K
- Other$36K
- Life$31K
- Vision$8K
Sponsor portfolioTH
VER HALEN, INC.
EIN 39-1373244Latest filing 2025
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$151K premiums
Participants
321
500 PILGRIM WAY - GREEN BAY, WI 54304920-431-8978
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $151K premiums / 147 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- NORTHWESTERN MUTUAL75%
- STANDARD INSURANCE COMPANY17%
- HUMANA INSURANCE COMPANY5%
- ERC, INC.3%
Broker market share
Schedule A broker compensation
34%top
- JOHN STUART WOERFEL34%
- M3 INSURANCE SOLUTIONS INC29%
- JEROD THOMAS SPAETH22%
- BENEFIT TECHNOLOGY RESOURCES, LLC4%
- DI MEGLIO FNCL GRP LLC4%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
VER HALEN, INC. PROFIT SHARING & SALARY SAVINGS PLAN & TRUST
401k
Assets$23.5M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
VER HALEN, INC. HEALTH AND WELFARE PLAN
Mixed - NORTHWESTERN MUTUAL
Premiums$151K
Covered lives147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VER HALEN, INC. PROFIT SHARING & SALARY SAVINGS PLAN & TRUST | 401k | $23.5M | 191 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | VER HALEN, INC. HEALTH AND WELFARE PLAN | Mixed | NORTHWESTERN MUTUAL | $151K | 147 | 2025 |
Retirement plans
Welfare plans