PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ASSOCIATION OF EQUIPMENT MANUFACTURERS

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 39-1796607

ASSOCIATION OF EQUIPMENT MANUFACTURERS

6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214
4142720943
Plans filed
4
Years active
2019–2024
Industry
NAICS 81
Latest filing
2024
Total premiums (latest)
$1.9M
No prior year
Persons covered
168
No prior year
Total participants
117
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #504$1.9M
AEM HEALTH AND WELFARE PLAN
Fully insured168 covered·6 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
Health$1.7M45.2%
Prescription drug$1.7M45.2%
Other$88K2.4%
Life$85K2.3%
Long-term disability$85K2.3%
Dental$77K2.1%
Vision$16K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$1.7M90.2%11137
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$85K4.6%11101
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$77K4.2%1189
SUPERIOR VISION PLAN OF TEXAS
EIN 391736329
V
$16K0.9%11168
EMPATHIA, INC.
EIN 391567366
Oth
$2K0.1%11117
MANHATTANLIFE
EIN 420884060
Oth
$1K0.1%111

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VASUPERIOR VISION PLAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN, MANHATTAN LIFE$34K$5K$39K99.9%1
THOMAS M. BARTZPLYMOUTH, WIMANHATTAN LIFE$27$0$270.1%1
BENEFITS INCBROOKFIELD, WIMANHATTAN LIFE$12$0$120.0%1

History & trajectory

6 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