Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SUB-ZERO GROUP, INC.
EIN 56-2628046consumer goodsLatest filing 2024
Plans
3
Retirement
2
$489.2M assets
Welfare
1
$43.9M premiums
Participants
7,463
4717 HAMMERSLEY ROAD - MADISON, WI 537112708608-270-3283subzero-wolf.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $489.2M assets / 4,154 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $43.9M premiums / 4,282 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Prescription drug$26.6M
- Vision$15.3M
- Health$15.2M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Other$809K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
61%top
- QUARTZ HEALTH BENEFIT PLANS CORPORATION61%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY35%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
- EMPATHIA, INC.0%
Broker market share
Schedule A broker compensation
67%top
- M3 INSURANCE SOLUTIONS INC67%
- HOLMES MURPHY & ASSOCIATES19%
- WATCHTOWER BENEFITS, LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUB-ZERO GROUP EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN
401k
Assets$382.0M
Participants1,800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SUB-ZERO GROUP PRODUCTION EMPLOYEES' 401(K) PLAN
401k
Assets$107.2M
Participants2,354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SUB-ZERO GROUP, INC. EMPLOYEE BENEFIT PLAN
Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION
Premiums$43.9M
Covered lives4,282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUB-ZERO GROUP EMPLOYEES' PROFIT SHARING AND 401(K) SAVINGS PLAN | 401k | $382.0M | 1,800 | 2024 | |
| 004 | SUB-ZERO GROUP PRODUCTION EMPLOYEES' 401(K) PLAN | 401k | $107.2M | 2,354 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SUB-ZERO GROUP, INC. EMPLOYEE BENEFIT PLAN | Mixed | QUARTZ HEALTH BENEFIT PLANS CORPORATION | $43.9M | 4,282 | 2024 |
Retirement plans
Welfare plans