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Sponsor portfolio

FOX VALLEY METROLOGY, LTD.

EIN 39-1836336-machinery-Latest filing 2025
Plans
5
Retirement
1
$9.5M assets
Welfare
4
$1.6M premiums
Participants
895
3114 MEDALIST DRIVE - OSHKOSH, WI 54902920-426-5894foxvalleymetrology.comLinkedIn51-200 employeesmachinery
Plans on this EIN
5 filings
#001401k-$9.5M - 183 part#504Fully Insured-$1.5M - 253 lives#502Fully Insured-$54K - 262 lives#501Fully Insured-$18K - 293 lives#503Self Funded-0 lives

Benefits portfolio analytics

4 plans / $1.6M premiums / 808 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.6M
  • Health$1.5M
  • Prescription drug$1.5M
  • Life$54K
  • Short-term disability$54K
  • Vision$18K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HEALTHPARTNERS INSURANCE COMPANY95%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $8K1 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

FOX VALLEY METROLOGY 401K PLAN

401k

Assets$9.5M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

FOX VALLEY METROLOGY MEDICAL PLAN

Fully Insured - HEALTHPARTNERS INSURANCE COMPANY

Premiums$1.5M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

FOX VALLEY METROLOGY LIFE AND DISABILITY PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$54K
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

FOX VALLEY METROLOGY VISION PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$18K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FOX VALLEY METROLOGY DENTAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOX VALLEY METROLOGY 401K PLAN401k$9.5M1832024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504FOX VALLEY METROLOGY MEDICAL PLANFully InsuredHEALTHPARTNERS INSURANCE COMPANY$1.5M2532025
502FOX VALLEY METROLOGY LIFE AND DISABILITY PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$54K2622025
501FOX VALLEY METROLOGY VISION PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$18K2932025
503FOX VALLEY METROLOGY DENTAL PLANSelf Funded-$002025
Retirement plans
Welfare plans
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