Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PFERD INC.
EIN 39-1909577ManufacturingLatest filing 2025
Plans
3
Retirement
2
$8.4M assets
Welfare
1
$196K premiums
Participants
305
9201 W. HEATHER AVE. - MILWAUKEE, WI 53224262-509-5292
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 169 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $196K premiums / 136 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$101K
- Short-term disability$101K
- Long-term disability$101K
- Other$101K
- Dental$83K
- Vision$11K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY52%
- DELTA DENTAL OF CALIFORNIA43%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PFERD INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PFERD INC. UNION 401(K) PLAN
401k
Assets$2.2M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#505
PFERD, INC HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$196K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PFERD INC. 401(K) PROFIT SHARING PLAN | 401k | $6.1M | 75 | 2025 | |
| 002 | PFERD INC. UNION 401(K) PLAN | 401k | $2.2M | 94 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | PFERD, INC HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $196K | 136 | 2025 |
Retirement plans
Welfare plans