PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Create account
Welfare plans
/
Sponsors
/
THE BOARD OF TRUSTEES OF THE FOX VALLEY SHEET METAL HEALTH FUND
Sponsor portfolio
Welfare / Health
EIN
396095127
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)
i
$763K
No prior year
Persons covered
i
1,791
No prior year
Total participants
i
807
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #501
$763K
FOX VALLEY SHEET METAL HEALTH FUND
Mixed
1,791 covered
·
2 carriers
Primary: BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Stop-loss
$745K
95.5%
Life
$17K
2.2%
Other
$17K
2.2%
Carrier overview
2 carriers · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY
EIN 630202590
SL
$745K
97.7%
1
1
809
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
L
Oth
$17K
2.3%
1
1
1,791
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
Plan #501
FOX VALLEY SHEET METAL HEALTH FUND
1,791 covered · 2 contracts
$763K
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
2 providers
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
10 documents - 1 plan - 10 years