Plan Ledger DOL Form 5500 · updated monthly

Carlson Tool & Manufacturing Corp.benefits

Carlson Tool & Manufacturing Corporation Welfare Benefits Plan · CEDARBURG, WI · plan year 2025

Broker compensation reported · 2025
$45,301

Carlson Tool & Manufacturing Corp.'s benefits plans covered 110 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance premiums totaled $64,247. Insurance brokers and agents were paid $45,301 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 70.5% of premiums. That is $412 per covered person, above the median for employer plans that report broker pay. Broker pay rose 85% from $24,511 in 2024.

Insurance contracts · 20255
DELTA DENTAL OF WISCONSIN · dental$64K · 75 covered
HCC LIFE INSURANCE COMPANY · health stop-losspremiums n/a · 86 covered
SUPERIOR VISION INSURANCE PLAN OF WISCONSIN, INC. · visionpremiums n/a · 115 covered
UNITEDHEALTHCARE INSURANCE COMPANYpremiums n/a · 188 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · life ltdpremiums n/a · 110 covered
Brokers & agents paid · 20254
STEALTH PARTNER GROUP, LLC$23,989 · incl $23,989 fees
R&R INSURANCE SERVICES INC.$8,468
WMC SERVICE CORPORATION$7,464 · incl $7,464 fees
R&R INSURANCE SERVICES, INC.$5,380
Also brokered by Stealth Partner Group, LLC5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390973406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.