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Sponsor portfolioWelfare / HealthEIN 39-0973406

CARLSON TOOL & MANUFACTURING CORP.

W57 N14386 DOERR WAY · CEDARBURG, WI 53012
2623772020
Plans filed
1
Years active
2015–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$604K
No prior year
Persons covered
188
No prior year
Total participants
110
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$604K
CARLSON TOOL & MANUFACTURING CORPORATION WELFARE BENEFITS PLAN
Mixed188 covered·5 carriers
Primary: HCC LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$456K38.5%
Stop-loss$456K38.5%
Other$76K6.4%
Dental$64K5.4%
Life$63K5.3%
Long-term disability$63K5.3%
Vision$8K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HCC LIFE INSURANCE COMPANY
EIN 351817054
HSL
$456K75.5%1186
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$64K10.6%1175
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$63K10.4%11110
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$13K2.1%11188
SUPERIOR DENTAL CARE
EIN 391736329
V
$8K1.3%11115

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
STEALTH PARTNER GROUP LLCSCOTTSDALE, AZHCC LIFE INSURANCE COMPANY$0$24K$24K53.0%1
R & R INSURANCE SERVICES INCWAUKESHA, WISUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC., DELTA DENTAL OF WISCONSIN, SUN LIFE ASSURANCE COMPANY OF CANADA$14K$0$14K30.6%1
WMC SERVICE CORPORATIONMADISON, WISUN LIFE ASSURANCE COMPANY OF CANADA$0$7K$7K16.5%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
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