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Sponsor portfolioWelfare / HealthEIN 39-6095127

THE BOARD OF TRUSTEES OF THE FOX VALLEY SHEET METAL HEALTH FUND

2201 SPRINGDALE ROAD · WAUKESHA, WI 53186
2627179385
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$763K
No prior year
Persons covered
1,791
No prior year
Total participants
807
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$763K
FOX VALLEY SHEET METAL HEALTH FUND
Mixed1,791 covered·2 carriers
Primary: BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$745K95.5%
Life$17K2.2%
Other$17K2.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 630202590
SL
$745K97.7%11809
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
LOth
$17K2.3%111,791

History & trajectory

10 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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