PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WELTER FOREST PRODUCTS, INC

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 45-4938177

WELTER FOREST PRODUCTS, INC

500 COUNTY HWY S · NEW LONDON, WI 54961
9209822542
Plans filed
1
Years active
2016–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
151
No prior year
Total participants
165
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$1.6M
WELTER FOREST PRODUCTS, INC WELFARE BENEFIT PLAN
Fully insured151 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M84.3%
Dental$62K3.4%
Life$53K2.9%
Short-term disability$53K2.9%
Long-term disability$53K2.9%
Other$53K2.9%
Vision$11K0.6%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
H
$1.5M92.4%11131
DELTA DENTAL OF CALIFORNIA
EIN 396094742
D
$62K3.8%1178
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LSTDLTDOth
$53K3.2%11151
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 203212328
V
$11K0.6%1173

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
R & R INSURANCE SERVICES INCWAUKESHA, WIWYSSTA INSURANCE COMPANY INC, UNITEDHEALTHCARE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$22K$732$23K68.2%1
5GBENEFITS LLCFOND DU LAC, WIUNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$11K$0$11K31.8%1

History & trajectory

8 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