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Sponsor portfolio

A TO Z MACHINE COMPANY, INC.

EIN 39-1864014-machinery-Latest filing 2025
Plans
3
Retirement
2
$28.4M assets
Welfare
1
$70K premiums
Participants
409
2900 N ROEMER ROAD - APPLETON, WI 549118647920-993-0640atozmachine.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#001401k-$19.5M - 163 part#002ESOP-$9.0M - 125 part#501Mixed-$70K - 181 lives

Retirement portfolio analytics

2 plans aggregated / $28.4M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SALARY REDUCTION PLAN (#001)69%
  • EMPLOYEE STOCK OWNERSHIP (#002)31%
Total $28.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • ASSOCIATED TRUST COMPANY, N.A.69%
  • (Not disclosed)31%
Total $28.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SALARY REDUCTION PLAN (#001)163
  • EMPLOYEE STOCK OWNERSHIP (#002)125
Total 288Click row to drill in

Benefits portfolio analytics

1 plan / $70K premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$58K
  • Short-term disability$58K
  • Long-term disability$58K
  • Other$58K
  • Vision$12K
Total $70K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • VISION SERVICE PLAN18%
Total $70K2 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • USI INSURANCE SERVICES LLC57%
  • BROWN & BROWN INSURANCE SERVICES43%
Total $9K2 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

A TO Z MACHINE CO. , INC. 401(K) SALARY REDUCTION PLAN

401k

Assets$19.5M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

A TO Z MACHINE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.0M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A TO Z MACHINE COMPANY, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$70K
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001A TO Z MACHINE CO. , INC. 401(K) SALARY REDUCTION PLAN401k$19.5M1632025
002A TO Z MACHINE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$9.0M1252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A TO Z MACHINE COMPANY, INC. EMPLOYEE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$70K1812025
Retirement plans
Welfare plans
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