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Sponsor portfolio

WILLMAN INDUSTRIES, INC.

EIN 39-1589780-mining & metals-Latest filing 2024
Plans
4
Retirement
3
$7.7M assets
Welfare
1
$8K premiums
Participants
407
388 S MAIN ST - CEDAR GROVE, WI 530131611920-668-8526willmanind.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
4 filings
#001TraditionalDB-$4.2M - 163 part#002401k-$3.3M - 46 part#003401k-$163K - 77 part#501Mixed-$8K - 121 lives

Retirement portfolio analytics

3 plans aggregated / $7.7M assets / 286 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • WILLMAN INDUSTRIES, INC. (#001)55%
  • INDUSTRIES, INC. 401(K) (#002)43%
  • PLAN & TRUST (#003)2%
Total $7.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WILLMAN INDUSTRIES, INC. (#001)163
  • PLAN & TRUST (#003)77
  • INDUSTRIES, INC. 401(K) (#002)46
Total 286Click row to drill in

Benefits portfolio analytics

1 plan / $8K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$8K
  • Long-term disability$8K
  • Other$8K
Total $8K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $8K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WMC SERVICE CORPORATION100%
Total $1K1 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

RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.

TraditionalDB

Assets$4.2M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WILLMAN INDUSTRIES, INC. 401(K) PLAN

401k

Assets$3.3M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WILLMAN INDUSTRIES, INC. UNION 401(K) PLAN & TRUST

401k

Assets$163K
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLMAN INDUSTRIES MEDICAL, LIFE AND DISABILITY PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$8K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR HOURLY PRODUCTION EMPLOYEES OF WILLMAN INDUSTRIES, INC.TraditionalDB$4.2M1632024
002WILLMAN INDUSTRIES, INC. 401(K) PLAN401k$3.3M462024
003WILLMAN INDUSTRIES, INC. UNION 401(K) PLAN & TRUST401k$163K772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLMAN INDUSTRIES MEDICAL, LIFE AND DISABILITY PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$8K1212024
Retirement plans
Welfare plans
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