Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$72K
- Other$72K
- Long-term disability$64K
- Vision$13K
Sponsor portfolio
FOSBER AMERICA, INC.
EIN 39-1714500machineryLatest filing 2025
Plans
2
Retirement
1
$34.6M assets
Welfare
1
$149K premiums
Participants
401
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $149K premiums / 346 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- UNITEDHEALTHCARE INSURANCE COMPANY48%
- NORTHWESTERN MUTUAL43%
- METROPOLITAN LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
64%top
- MCCLONE AGENCY INC64%
- JOHN STUART WOERFEL30%
- DANIEL ROBERT ZAK3%
- FLEISNER GROUP LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FOSBER SAVINGS & RETIREMENT PLAN
401k
Assets$34.6M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FOSBER AMERICA, INC. WELFARE BENEFIT PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$149K
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOSBER SAVINGS & RETIREMENT PLAN | 401k | $34.6M | 226 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FOSBER AMERICA, INC. WELFARE BENEFIT PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $149K | 346 | 2025 |
Retirement plans
Welfare plans