Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WIESE USA, INC.
EIN 43-0633084machineryLatest filing 2025
Plans
3
Retirement
2
$162.8M assets
Welfare
1
$1.4M premiums
Participants
2,734
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $162.8M assets / 1,494 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- GREAT-WEST LIFE & ANNUITY INSURANCE93%
- (Not disclosed)7%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 2,184 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$781K
- Long-term disability$781K
- Vision$124K
Carrier market share
Premium dollars by Schedule A carrier
58%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA58%
- RELIASTAR LIFE INSURANCE COMPANY21%
- EYEMED VISION CARE9%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- +1 more
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- REUBEN WARNER ASSOCIATES, INC.6%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WIESE PROFIT SHARING AND 401(K) PLAN
401k
Assets$150.7M
Participants1,414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WIESE RETIREMENT PLAN FOR CERTAIN UNION EMPLOYEES
401k
Assets$12.1M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WIESE USA, INC. WELFARE BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$1.4M
Covered lives2,184
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIESE PROFIT SHARING AND 401(K) PLAN | 401k | $150.7M | 1,414 | 2024 | |
| 002 | WIESE RETIREMENT PLAN FOR CERTAIN UNION EMPLOYEES | 401k | $12.1M | 80 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WIESE USA, INC. WELFARE BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1.4M | 2,184 | 2025 |
Retirement plans
Welfare plans