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Sponsor portfolio

WISCONSIN HOMES, INC.

EIN 39-1583134-construction-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$70K premiums
Participants
226
425 W MCMILLAN, PO BOX 250 - MARSHFIELD, WI 54449715-384-2161wisconsinhomesinc.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$8.5M - 136 part#501Mixed-$70K - 90 lives

Benefits portfolio analytics

1 plan / $70K premiums / 90 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$70K
  • Short-term disability$70K
Total $70K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $70K1 slice

Broker market share

Schedule A broker compensation

Split broker
40%top
  • BURNS INSURANCE AGENCY LLC40%
  • BEYOND BENEFITS LLC32%
  • DEBRA FERRAO13%
  • BRENDA LEE CANNING9%
  • RENELLE THERESA ROESLER4%
  • +3 more
Total $12K8 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

WISCONSIN HOMES, INC. 401(K) PLAN

401k

Assets$8.5M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WISCONSIN HOMES INC EMPLOYEE HEALTH AND BENEFIT PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$70K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISCONSIN HOMES, INC. 401(K) PLAN401k$8.5M1362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WISCONSIN HOMES INC EMPLOYEE HEALTH AND BENEFIT PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$70K902025
Retirement plans
Welfare plans
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