Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$762K
- Other$150K
- Life$146K
- Short-term disability$146K
- Long-term disability$146K
- Vision$15K
Sponsor portfolioTH
SURFACE MOUNT TECHNOLOGY CORPORATION
EIN 39-1884929electrical/electronic manufacturingLatest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$926K premiums
Participants
342
5660 TECHNOLOGY CIRCLE - APPLETON, WI 54914920-954-8324teamsmt.comLinkedIn201-500 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $926K premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- SUN LIFE ASSURANCE COMPANY OF CANADA98%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
97%top
- MCCLONE AGENCY INC97%
- AMWINS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST
401k
Assets$6.0M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SURFACE MOUNT TECHNOLOGY CO. WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$926K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SURFACE MOUNT TECHNOLOGY CORPORATION 401K PLAN AND TRUST | 401k | $6.0M | 188 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SURFACE MOUNT TECHNOLOGY CO. WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $926K | 200 | 2025 |
Retirement plans
Welfare plans