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Sponsor portfolio

TEAM INDUSTRIES, INC.

EIN 39-1590479-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$40.5M assets
Welfare
1
$1.2M premiums
Participants
270
PO BOX 350 - KAUKAUNA, WI 541300350920-766-7977teamind.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$40.5M - 156 part#510Fully Insured-$1.2M - 187 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$131K
  • Vision$123K
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$36K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
  • THE PAUL REVERE LIFE INSURANCE COMPANY3%
  • CARE-PLUS DENTAL PLANS, INC.1%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • M3 INSURANCE SOLUTIONS INC52%
  • VAN DE HEY FINANCIAL SERVICE31%
  • ASSUREDPARTNERS18%
Total $51K3 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

TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$40.5M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

TEAM INDUSTRIES BENEFITS WRAP PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TEAM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN401k$40.5M1562025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510TEAM INDUSTRIES BENEFITS WRAP PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1872025
Retirement plans
Welfare plans
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