PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. METSO MCCLOSKEY USA, LLC DBA LIPPMANN MILWAUKEE
Sponsor portfolio

METSO MCCLOSKEY USA, LLC DBA LIPPMANN MILWAUKEE

EIN 84-3250475-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$6.0M assets
Welfare
1
$1.1M premiums
Participants
173
3271 EAST VAN NORMAN AVE - CUDAHY, WI 53110414-744-2565
Plans on this EIN
2 filings
#001401k-$6.0M - 102 part#501Mixed-$1.1M - 101 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 101 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$220K
  • Vision$220K
  • Short-term disability$34K
  • Other$32K
  • Life$19K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BENECO92%
  • DISABILITY RMS5%
  • STERLING WEALTH MANAGEMENT LLC1%
  • GARSON FINANCIAL SERVICES S C1%
  • HOWARD J HOROWITZ1%
  • +1 more
Total $40K6 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

LIPPMANN MILWAUKEE 401(K) PLAN

401k

Assets$6.0M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METSO MCCLOSKY USA LLC DBA LIPPMANN MILWAUKEE EMPLOYEE BENEFITS PLAN

Mixed - COMPCARE HEALTH SERVICES INSURANCE CORPORATION

Premiums$1.1M
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LIPPMANN MILWAUKEE 401(K) PLAN401k$6.0M1022025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METSO MCCLOSKY USA LLC DBA LIPPMANN MILWAUKEE EMPLOYEE BENEFITS PLANMixedCOMPCARE HEALTH SERVICES INSURANCE CORPORATION$1.1M1012024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica