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Sponsor portfolioWelfare / HealthEIN 31-1796607

ASSOCIATION OF EQUIPMENT MANUFACTURERS

6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214
4142720943
Plans filed
4
Years active
2019–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
170
No prior year
Total participants
112
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$1.6M
AEM HEALTH AND WELFARE PLAN
Fully insured170 covered·5 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$62K
AEM LIFE ADD LTD PLAN
Fully insured101 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #502$20K
AEM LONG TERM CARE PLAN
Fully insured104 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #503$2K
AEM EAP
Fully insured103 covered·1 carrier
Primary: EMPATHIA, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M32.7%
Health$1.5M30.8%
Prescription drug$1.5M30.8%
Life$87K1.8%
Long-term disability$87K1.8%
Dental$82K1.7%
Vision$15K0.3%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxOth
$1.5M88.7%1152
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$87K5.3%11112
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$82K5.0%1191
SUPERIOR DENTAL CARE
EIN 391736329
V
$15K0.9%11170
EMPATHIA, INC.
EIN 391567366
Oth
$2K0.1%11117

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCKIMBERLY, WIUNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF WISCONSIN, SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.$35K$0$35K97.7%1
UNKNOWNMILWAUKEE, WITHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$0$812$8122.3%1

History & trajectory

7 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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