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Form 5500 · Employee benefit plan · MARSHFIELD, WI

FELKER BROTHERS CORPORATION

The filing calls this plan FELKER BROTHERS CORPORATION WELFARE BENEFIT PLAN.

FELKER BROTHERS CORPORATION of MARSHFIELD, WI is a 249-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is AON GROUP, INC.. Coverage is written through SECURITY HEALTH PLAN OF WISCONSIN, INC. and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1305529 · plan 502 · plan year 2025, filed May 28, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
249
Active at start of year
247
Active at end of year
258
Disclosed commissions
$59,036
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — SECURITY HEALTH PLAN OF WISCONSIN, INC.404 of 249 participants on the largest contract
Dentalinsured — DELTA DENTAL OF WISCONSIN82 of 249 participants (33%)
Visionnot declared on this filing
Lifeinsured — SUN LIFE ASSURANCE COMPANY OF CANADA
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY147 of 249 participants (59%)

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 5 insured contracts covering health, dental, life and disability; the largest, with SECURITY HEALTH PLAN OF WISCONSIN, INC., covers 404 people.

Reported premium across the insured contracts is $4,551,154, with $59,036 in disclosed broker commissions — about 1.3% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

AON GROUP, INC. is the broker of record on 2 of the 5 contracts; the rest name a different broker or none.

4 carriers appear on the filing, including SECURITY HEALTH PLAN OF WISCONSIN, INC., DELTA DENTAL OF WISCONSIN, UNITED OF OMAHA LIFE INSURANCE COMPANY and SUN LIFE ASSURANCE COMPANY OF CANADA. SECURITY HEALTH PLAN OF WISCONSIN, INC. writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
SECURITY HEALTH PLAN OF WISCONSIN, INC.Health404Jan 1, 2026$3,136,054$38,544
SECURITY HEALTH PLAN OF WISCONSIN, INC.Health148Jan 1, 2026$1,226,939$14,564
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability147Jan 1, 2026$43,662$4,234
SUN LIFE ASSURANCE COMPANY OF CANADALife0Jan 1, 2026—$1,694
DELTA DENTAL OF WISCONSINDental82Jan 1, 2026$144,499$0

Premium and claims on these contracts

SECURITY HEALTH PLAN OF WISCONSIN, INC., contract C0004473864. For the contract year on this filing, the carrier reported $3,129,005 in premium earned and $3,622,345 in claims incurred. Dividing one by the other gives 116%.

SECURITY HEALTH PLAN OF WISCONSIN, INC., contract C0004589127. For the contract year on this filing, the carrier reported $1,225,299 in premium earned and $1,521,953 in claims incurred. Dividing one by the other gives 124%.

DELTA DENTAL OF WISCONSIN, contract 01325 00000. For the contract year on this filing, the carrier reported $144,499 in premium earned and $103,148 in claims incurred. Dividing one by the other gives 71%.

  • SECURITY HEALTH PLAN OF WISCONSIN, INC., contract C0004473864 reported $258,068 in retention.
  • SECURITY HEALTH PLAN OF WISCONSIN, INC., contract C0004589127 reported $100,450 in retention.
  • DELTA DENTAL OF WISCONSIN, contract 01325 00000 reported $22,397 in retention.

Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.

Only experience-rated contracts report these figures, so most filings leave them blank.

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FELKER BROTHERS CORPORATION
EIN 39-1305529

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

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