PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. A & E INCORPORATED

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 39-0778827

A & E INCORPORATED

5501 21ST STREET · RACINE, WI 53406
2628985976
Plans filed
4
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$344K
No prior year
Persons covered
981
No prior year
Total participants
140
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #505$344K
A&E INCORPORATED EMPLOYEE BENEFITS PLAN
Mixed981 covered·5 carriers
Primary: BERKLEY LIFE AND HEALTH INSURANCE COMPANY
Plan #503$206K
A & E INCORPORATED NME
Fully insured93 covered·1 carrier
Primary: NATIONAL MEDICAL EXCESS
Plan #502$158K
A & E INCORPORATED PHARMACY PLAN
Fully insured93 covered·1 carrier
Primary: CVS PHARMACY, INC.
Plan #506$0
A & E INCORPORATED EAP PLAN
Unknown0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$259K65.6%
Life$50K12.7%
Long-term disability$50K12.7%
Other$24K6.1%
Vision$11K2.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKLEY LIFE AND HEALTH INSURANCE COMPANY
EIN 916034263
SL
$259K75.1%1185
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTD
$50K14.6%11136
WESTPORT INSURANCE CORPORATION
EIN 020311919
Oth
$20K5.9%11981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$11K3.3%1173
AURORA HEALTHCARE
EIN 391442285
Oth
$4K1.0%11145

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PASUN LIFE ASSURANCE COMPANY OF CANADA$6K$0$6K50.4%1
WMC SERVICE CORPORATIONMADISON, WISUN LIFE ASSURANCE COMPANY OF CANADA$6K$0$6K49.6%1

History & trajectory

11 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
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