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

FZACOL MFBBICV
Benefits Admin
(487) 801-7457
623 4

BTLKTT BPDCVBW
Benefits Admin
(206) 042-0811
b8e

Ndl Rsb Bcwpq
Vice President of Sales
54ca
bueig@rvuplsduhvsathp.bbp

Pupb J Usgm Pde
Manager
83
76e

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 23,107,110 $ 96,113,959 $ 62,294,252 $ 51,342,772 $ 24,986,531 $ 36,054,435 $ 49,416,074 $ 43,745,020 $ 10,297,779 $ 3,840,753 $ 6,068,795 $ 6,676,946
Liabilities: $ 0 $ 34 $ 3 $ 73 $ 3 $ 47 $ 4
EE Contrib: $ 1,043,806 $ 870,843 $ 317,077 $ 777,766 $ 440,695 $ 483,417 $ 2,747 $ 336,842 $ 194,815 $ 935,875 $ 271,979 $ 697,520
Emp Contrib: $ 522,065 $ 614,147 $ 410,050 $ 143,607 $ 512,665 $ 590,948 $ 357,221 $ 637,217 $ 303,572 $ 82,879 $ 470,334 $ 510
Income/Loss: $ 1,942,015 $ 7,819,161 $ 1,231,481($ 1,514,514) $ 2,836,466 $ 800,020($ 9,767,506) $ 9,426,819 $ 3,272,989($ 977,601) $ 2,270,204($ 385,735)
Total Income: $ 4,959,752 $ 8,200,875 $ 8,945,344 $ 66,345 $ 447,646 $ 2,104,159($ 56,257) $ 159,491 $ 9,288,195 $ 1,933,438 $ 9,089,853 $ 34,634
Paid Benefits: $ 2,098,159 $ 4,618,080 $ 5,117,675 $ 73,431 $ 90,704 $ 4,892,846 $ 585,926 $ 725,424 $ 981,878 $ 8,616,995 $ 697,315 $ 286,293
Expenses: $ 0 $ 1 $ 9 $ 4 $ 929 $ 2 $ 6 $ 234
  Commission: $ 101,029 $ 24,167 $ 95,284 $ 57,647 $ 72,017 $ 218 $ 18 $ 7,491 $ 8,316 $ 2,872 $ 1,507 $ 4,926
Net Income: $ 2,760,564 $ 1,524,097 $ 8,299,894($ 935,381) $ 5,226,202 $ 601,598($ 895,758) $ 265,190 $ 1,572,070($ 5,131) $ 4,676,438($ 174,894)
Net Assets: $ 25,867,674 $ 2,616,323 $ 22,539,884 $ 98,015,962 $ 32,464,383 $ 71,124,314 $ 12,179,186 $ 18,668,948 $ 37,928,616 $ 29,171,015 $ 69,767,312 $ 6,463,295

Participants

202120202019201820172016201520142013201220112010
Total Participants:152136558429219231372473573783108431
Active Part.:121275617440853903037687499491493274
Retired Part.:b99ba9754b59f bab0b8
Deceased Part.:3336fb01305606b38

Insurance

No Insurance Coverage

Providers

DYOPCSKG YRRCQWXALYX SAYONLXNHWVOL
FPAYZD KNSOQQY TKBAQ UJHCLK NEIInvestment advisory (participants)
Compensation:$69,813
Relation:INVESTMENT ADVISOR
BKHUOTAN EHNDWUIDRFS QSYFFLQYWGGRRParticipant loan processing
Sub-transfer agency fees
Recordkeeping fees
Account maintenance fees
Compensation:$31,216
Relation:RECORDKEEPER
PAMTYRSX CECBDTORZVC ZGLNMBKKTUSRA
Source: DLWR SM CAP VAL INST - DELAWARE IN
Sub-transfer agency fees
Compensation:0.25%
UPKLMROR TJBMFIBRRJF AZJVVZTKVTAGP
Source: JPM MIDCAP VALUE L - JPMORGAN DIST
Sub-transfer agency fees
Compensation:0.15%
KLVYQRGC IOTIIFIJSNG UQEDEUNPANAWD
Source: JPM SMALL CAP EQ R5 - JPMORGAN DIS
Sub-transfer agency fees
Compensation:0.10%
AAGPKVUW NXHMTGBXQRS CPIUXMXTJDUFZ
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 $ 50 $ 1 $ 6 $ 4 $ 9 $ 9 $ 0 $ 4
Liabilities: $ 0 $ 6 $ 2 $ 80 $ 7 $ 74 $ 82
EE Contrib: $ 0 $ 89 $ 9 $ 5 $ 47 $ 840 $ 4 $ 2
Emp Contrib: $ 0 $ 9 $ 0 $ 4
Income/Loss: $ 0 $ 3 $ 7 $ 97 $ 12 $ 8 $ 321 $ 9 $ 3 $ 713
Total Income: $ 0 $ 4 $ 3 $ 4 $ 6
Paid Benefits: $ 0 $ 0 $ 9 $ 7 $ 0 $ 52 $ 7 $ 9
Expenses: $ 0 $ 4 $ 24 $ 22 $ 1 $ 2
  Commission: $ 0 $ 6 $ 6 $ 535 $ 9 $ 3
Net Income: $ 0 $ 1 $ 8 $ 0 $ 324 $ 539
Net Assets: $ 0 $ 752 $ 1 $ 1 $ 314 $ 0 $ 5 $ 1

Participants

202120202019201820172016201520142013201220112010
Total Participants:112714526225604704228853923936090996
Active Part.:111811402247005697758963952614535726
Retired Part.:1c869308a39865439
Deceased Part.:02b03fb26b50b090a304

Insurance

OBED ZZIGU ATWM MOZDQV NZ TGNSDQDJG
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
KIBUKOTA SZVYQB JWPZJKKQ NQJEOTYXC TXLMXEFGVBG
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
FFWNJ CLKTNG HJ RQSRBHLWA
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
EDUDJSPBUGX HCPLLIQR IDPQRWGOQ KOPEYQN
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
TPGGPERRIEHHF
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
OHKLWJ UWSBYSUJN UHBSLGA RAP
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
ZOICUX OIWU IUMYOWOLO FSRNRCC
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