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Sponsor portfolio

UNITED ALLOY, INC.

EIN 39-1974106-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$149K premiums
Participants
1,553
4100 KENNEDY RD. - JANESVILLE, WI 53545608-758-4717unitedalloy.comLinkedIn501-1000 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401k-$12.5M - 655 part#502Mixed-$149K - 909 lives

Benefits portfolio analytics

1 plan / $149K premiums / 909 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$149K
  • Dental$117K
  • Life$117K
  • Long-term disability$117K
  • Other$117K
Total $149K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA79%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
Total $149K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $20K1 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

UNITED ALLOY, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$12.5M
Participants655
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNITED ALLOY, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$149K
Covered lives909
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNITED ALLOY, INC. 401(K) EMPLOYEE SAVINGS PLAN401k$12.5M6552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNITED ALLOY, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$149K9092025
Retirement plans
Welfare plans
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