Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
REGAL WARE, INC.
EIN 71-0678746Latest filing 2025
Plans
3
Retirement
2
$40.2M assets
Welfare
1
$216K premiums
Participants
658
11270 WEST PARK PLACE, SUITE 800 - MILWAUKEE, WI 53224262-626-8572
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $40.2M assets / 428 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $216K premiums / 318 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$196K
- Life$147K
- Long-term disability$147K
- Vision$20K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY68%
- RELIASTAR LIFE INSURANCE COMPANY20%
- VISION SERVICE PLAN9%
- EMPLOYEE NETWORK, INC.2%
Broker market share
Schedule A broker compensation
91%top
- BROWN & BROWN INSURANCE SERVICES91%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
REGAL WARE, INC. PROFIT SHARING PLAN
401k
Assets$25.6M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN
401k
Assets$14.6M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
REGAL WARE, INC - GROUP INSURANCE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$216K
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | REGAL WARE, INC. PROFIT SHARING PLAN | 401k | $25.6M | 199 | 2024 | |
| 009 | REGAL WARE, INC. BARGAINING UNIT EMPLOYEES' PROFIT SHARING PLAN | 401k | $14.6M | 229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | REGAL WARE, INC - GROUP INSURANCE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $216K | 318 | 2025 |
Retirement plans
Welfare plans