Nercon Engineering & Manufacturing Inc.

600 S Commercial Street
Neenah, WI 54956

Business Stats

Policy History

Term Carrier Premium LCM
2023

2.496
2023

1.600
2023

1.424
2023

1.710
2022

-
2022

1.932
2022

1.600
2022

1.424
2022

1.710
2022

1.940
2022

1.875
2021

-
2021

1.932
2021

1.600
2021

1.424
2021

1.710
2021

1.940
2021

1.875
2020

-
2020

1.932
2020

1.940
2020

1.560
2020

1.424
2020

1.710
2020

1.942
2020

1.875
2019

-
2019

1.153
2019

1.560
2019

1.424
2019

1.710
2019

1.796
2019

1.875
2018

-
2018

-
2018

1.424
2018

1.710
2018

2.575
2018

1.875
2017

-
2017

1.424
2017

1.682
2017

2.575
2017

1.875
2017

1.710
2016

-
2016

1.424
2016

1.875
2015

-
2015

1.424
2015

1.875

Contacts

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Benefits Admin
(443) 329-8009
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Benefits Admin
(537) 833-0789
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Vice President of Sales
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Manager
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Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 23,107,110 $ 56,070,894 $ 4,393,404 $ 34,196,776 $ 50,415,587 $ 55,103,250 $ 1,418,957 $ 70,228,270 $ 4,388,426 $ 77,127,069 $ 5,314,192 $ 5,258,977
Liabilities: $ 0 $ 7 $ 70 $ 3 $ 6 $ 8 $ 72 $4,000,000,000
EE Contrib: $ 1,043,806 $ 783,403 $ 789,172 $ 248,391 $ 313,835 $ 285,734 $ 218,195 $ 754,260 $ 613,634 $ 457,657 $ 166,032 $ 729,082
Emp Contrib: $ 522,065 $ 813,473 $ 893,447 $ 367,311 $ 804,953 $ 846,958 $ 939,838 $ 661,598 $ 288,263 $ 753,624 $ 662,571 $ 379
Income/Loss: $ 1,942,015 $ 3,166,860 $ 6,008,458($ 4,578,471) $ 9,762,197 $ 927,377($ 1,929,104) $ 7,879,496 $ 6,242,107($ 743,621) $ 3,472,305($ 381,877)
Total Income: $ 4,959,752 $ 4,413,220 $ 4,044,725 $ 936,434 $ 1,009,776 $ 4,985,959($ 97,805) $ 2,130,994 $ 5,311,539 $ 5,338,321 $ 3,325,540 $ 75,065
Paid Benefits: $ 2,098,159 $ 3,704,469 $ 9,671,685 $ 565,548 $ 394,074 $ 9,634,875 $ 994,731 $ 1,868,771 $ 428,042 $ 9,927,595 $ 921,383 $ 633,473
Expenses: $ 0 $ 9 $ 612 $ 10 $ 3 $ 6 $ 432 $ 21
  Commission: $ 101,029 $ 5,448 $ 47,352 $ 26,027 $ 38,405 $ 869 $ 259 $ 5,788 $ 5,326 $ 6,158 $ 5,438 $ 622
Net Income: $ 2,760,564 $ 6,494,494 $ 1,675,970($ 496,782) $ 1,061,111 $ 612,507($ 747,963) $ 96,707 $ 9,485,063($ 99,292) $ 1,608,093($ 489,779)
Net Assets: $ 25,867,674 $ 16,022,022 $ 22,095,622 $ 21,092,230 $ 55,968,031 $ 97,182,894 $ 48,020,686 $ 18,995,518 $ 92,889,860 $ 45,394,216 $ 92,892,564 $ 9,217,863

Participants

202120202019201820172016201520142013201220112010
Total Participants:152221934505741359126615293368956773
Active Part.:121978914488968168640746213243271592
Retired Part.:0ba06905995333a389
Deceased Part.:a37f1e7a12313b1413c1

Insurance

No Insurance Coverage

Providers

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XGKHMS RJDREIB JRALW PJPWIP JVKInvestment advisory (participants)
Compensation:$69,813
Relation:INVESTMENT ADVISOR
SDOFKKXD XMYJVCZLPOV MNRCMPZTCIGPQParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Compensation:$31,216
Relation:RECORDKEEPER
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Source: DLWR SM CAP VAL INST - DELAWARE IN
Sub-transfer agency fees
Compensation:0.25%
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Source: JPM MIDCAP VALUE L - JPMORGAN DIST
Sub-transfer agency fees
Compensation:0.15%
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Source: JPM SMALL CAP EQ R5 - JPMORGAN DIS
Sub-transfer agency fees
Compensation:0.10%
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Source: NWD GNV MDCP GR IS - NATIONWIDE FU
Sub-transfer agency fees
Compensation:0.15%

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 0 $ 1 $ 1 $ 1 $ 9 $ 7 $ 7
Liabilities: $ 0 $ 74 $ 0 $ 6 $ 724 $ 7
EE Contrib: $ 0 $ 90 $ 8 $ 73 $ 7
Emp Contrib: $ 0 $ 95 $ 11 $ 9 $ 1
Income/Loss: $ 0 $ 87 $ 7 $ 1 $ 2 $ 3 $ 3 $ 81
Total Income: $ 0 $ 3 $ 4 $ 4 $ 33 $ 3 $ 37
Paid Benefits: $ 0 $ 459 $ 4 $ 5 $ 3 $ 3 $ 77 $ 84
Expenses: $ 0 $ 44 $ 8 $ 994 $ 491 $ 8 $ 81 $ 4
  Commission: $ 0 $ 5 $ 3 $ 87 $ 657 $ 5 $ 53 $ 39 $ 59 $ 39
Net Income: $ 0 $ 0 $ 9 $ 2 $ 13 $ 1 $ 62 $ 509 $ 1 $ 9
Net Assets: $ 0 $ 46 $ 17 $ 7 $ 8 $ 41 $ 3 $ 858 $ 7

Participants

202120202019201820172016201520142013201220112010
Total Participants:112605248797290914200137131903474307
Active Part.:111758009845894970536312900344099473
Retired Part.:17080 313b16640788
Deceased Part.:bb96f bb601ab03 5a2023f

Insurance

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Renewal:12-31-2021
Covered:40
  1. Health
  2. Prescription Drug
  3. PPO Contract

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 374,908
Commission12.52% $ 46,933
Fees0.3% $ 1,132
Brokers
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Renewal:12-31-2021
Covered:60
  1. Health
  2. PPO Contract
  3. Indemnity Contract

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 629,089
Commission0% $ 0
Fees0% $ 0
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Renewal:12-31-2021
Covered:94
  1. Dental

Retention: $ 18,179
Claims: $ 53,052
Loss Ratio:0.74
Exp Rated Premium $ 71,284
Non-Exp Rated Premium: $ 0
Commission8.45% $ 6,023
Fees0% $ 0
Brokers
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Renewal:12-31-2021
Covered:11
  1. CRITICAL ILLNESS, ACCIDENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 3,628
Commission14.69% $ 533
Fees0% $ 0
Brokers
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Renewal:12-31-2021
Covered:2
  1. ACCIDENT, CRITICAL ILLNESS, CANCER

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 675
Commission2.52% $ 17
Fees0% $ 0
Brokers
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Renewal:12-31-2021
Covered:79
  1. Vision

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 9,468
Commission8.01% $ 758
Fees0% $ 0
Brokers
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Renewal:12-31-2021
Covered:111
  1. Life Insurance
  2. Temp. Disability Insurance
  3. Long Term Disab. Ins
  4. ACCIDENTAL DEATH & DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 75,000
Commission0% $ 0
Fees0% $ 0

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.

    4L - Death benefits (include travel accident but not life insurance).

    4Q - Other.

Motor Carrier