form5500lookup

Form 5500 · Employee benefit plan · KENOSHA, WI

SNAP-ON INCORPORATED

The filing calls this plan SNAP-ON INCORPORATED UNION RETIREE HEALTH BENEFIT PLAN.

SNAP-ON INCORPORATED of KENOSHA, WI is a 308-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is PATRICIA A. BAYUK. Coverage is written through HARTFORD LIFE & ACCIDENT INS CO. MEDICARE SUPPLEMENT and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0622040 · plan 600 · plan year 2024, filed Oct 13, 2025

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

1,633 other employer plans in Wisconsin have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Both, as reported

The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

All participants at the start of the year
308
Active at start of year
0
Active at end of year
0
Disclosed commissions
$29,868
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — HARTFORD LIFE & ACCIDENT INS CO. MEDICARE SUPPLEMENT53 of 308 participants (17%) on the largest contract
Dentaldeclared under plan 545
Visiondeclared under plan 545
Lifedeclared under plan 545
Disabilitydeclared under plan 545

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

All 2 insured contracts are health coverage, split across HARTFORD LIFE & ACCIDENT INS CO. MEDICARE SUPPLEMENT and BENISTAR INC. PRESCRIPTION DRUG PLAN.

Reported premium across the insured contracts is $229,764, with $29,868 in disclosed broker commissions — about 13% 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.

PATRICIA A. BAYUK is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.

Two carriers split the book: HARTFORD LIFE & ACCIDENT INS CO. MEDICARE SUPPLEMENT and BENISTAR INC. PRESCRIPTION DRUG PLAN.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
HARTFORD LIFE & ACCIDENT INS CO. MEDICARE SUPPLEMENTHealth53Jan 1, 2025$165,184$21,890
BENISTAR INC. PRESCRIPTION DRUG PLANHealth54Jan 1, 2025$64,580$7,978

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
SNAP-ON INCORPORATED
EIN 39-0622040
WIPFLI LLP
Accounting and audit · EIN 39-0758449
$16,500
paid directly by the plan
U.S. BANK NATIONAL ASSOCIATION
Named on Schedule C · EIN 31-0841368
$13,136
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end
$11,709,158
Paid out in benefits
$1,022,209
Independent accountantEIN 39-0758449
WIPFLI LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$16,500

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

How this plan compares

Subscribers see how this compares with similar plans in Wisconsin. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

Renewal calendar

1,633 other employer plans in Wisconsin are January 1 renewals (policy year ends December).

Their policy years end in December, like this plan’s, so most renew January 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

More employer plans in Wisconsin — largest plans, brokers, carriers and renewal months.