Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#003)$174K
Filings through .
Willman Industries, Inc.
EIN 39-1589780mining & metalsLatest filing 2025
Plans
4
Retirement
3
$9.1M assets
Health & Benefits
1
$52K premiums
Participants
404
388 S MAIN ST - CEDAR GROVE, WI 53013920-668-8528willmanind.comLinkedIn51-200 employeesmining & metals
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $9.1M assets / 277 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $52K premiums / 126 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$37K
- Long-term disability$37K
- Other$37K
- Dental$15K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.
Traditional DB
Assets$5.1M
Participants160
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
WILLMAN INDUSTRIES, INC. 401(K) PLAN
401(k)
Assets$3.8M
Participants43
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WILLMAN INDUSTRIES, INC. UNION 401(K) PLAN & TRUST
401(k)
Assets$174K
Participants74
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WILLMAN INDUSTRIES, INC. WRAP PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$52K
Covered lives126
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC. | Traditional DB | $5.1M | 160 | 2025 |
| #002 | WILLMAN INDUSTRIES, INC. 401(K) PLAN | 401(k) | $3.8M | 43 | 2025 |
| #003 | WILLMAN INDUSTRIES, INC. UNION 401(K) PLAN & TRUST | 401(k) | $174K | 74 | 2025 |
- #001 · Traditional DB · 2025160
- #002 · 401(k) · 202543
- #003 · 401(k) · 202574
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WILLMAN INDUSTRIES, INC. WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $52K | 126 | 2025 |
- #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025126
Retirement plans
Health & Benefits plans