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Sponsor portfolio

WELTER FOREST PRODUCTS, INC

EIN 45-4938177-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$1.6M premiums
Participants
376
500 COUNTY HWY S - NEW LONDON, WI 54961920-982-2542
Plans on this EIN
2 filings
#001401k-$6.4M - 211 part#505Fully Insured-$1.6M - 151 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$62K
  • Life$53K
  • Short-term disability$53K
  • Long-term disability$53K
  • Other$53K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • DELTA DENTAL OF CALIFORNIA4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • R & R INSURANCE SERVICES INC68%
  • 5GBENEFITS LLC32%
Total $34K2 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

WELTER FOREST PRODUCTS 401(K) PLAN

401k

Assets$6.4M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

WELTER FOREST PRODUCTS, INC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELTER FOREST PRODUCTS 401(K) PLAN401k$6.4M2112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505WELTER FOREST PRODUCTS, INC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M1512025
Retirement plans
Welfare plans
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