Nord Gear Corporation

800 Nord Dr
Waunakee, WI 53597

Business Stats

Policy History

Term Exp. Mod Carrier Premium LCM
2024

1.154
2023

1.196
2023

1.460
2023

1.408
2023

1.014
2023

1.078
2023

1.082
2023

-
2023

1.114
2023

1.020
2023

1.095
2023

1.338
2023

1.080
2023

1.037
2023

1.209
2022

1.023
2022

1.544
2022

1.390
2022

1.435
2022

-
2022

2.325
2022

1.780
2022

1.544
2022

1.420
2022

1.341
2022

1.627
2022

1.458
2022

1.660
2022

1.479
2022
01-01-2022

-
2022
01-01-2022

1.450
2022
01-01-2022

1.407
2021

1.544
2021

1.010
2021

1.390
2021

-
2021

1.435
2021

-
2021

-
2021

1.780
2021

1.390
2021

1.544
2021

1.407
2021

1.420
2021

1.341
2021

1.627
2021

1.458
2021

1.660
2021

1.433
2020

1.544
2020

-
2020

1.483
2020

-
2020

1.491
2020

-
2020

1.780
2020

1.390
2020

1.544
2020

1.407
2020

1.315
2020

1.627
2020

1.660
2020

1.433
2020

-
2020
06-30-2019

-
2019

-
2019

1.483
2019

-
2019

1.491
2019

-
2019

-
2019

1.390
2019

1.387
2019

1.407
2019

1.600
2019

1.544
2019

1.433
2018

-
2018

1.203
2018

-
2018

-
2018

-
2018

-
2018

-
2018

1.362
2018

1.753
2018

1.753
2018

1.460
2018
01-01-2018

1.431
2017

-
2017

-
2017

-
2017

-
2017

1.603
2017

2.151
2017

1.419
2017

-
2016

-
2016

-
2016

-
2016

-
2016

1.603
2016

1.290
2016

2.062
2016

1.419
2015

-
2015

-
2015

-
2015

-
2015

1.603
2015

-
2015

1.419
2014

-
2014
01-01-2014

-
2014
01-01-2014

-
2014
01-01-2014

-
2014
01-01-2014

-
2013

-
2013
01-01-2013

-
2012
01-01-2012

-
2012
02-08-2012

-
2011
01-01-2011

-
2010

-
2009

-

Contacts

GVVRW VYNJYBKEO
Benefits Admin
(796) 673-8075
2c873

Atxgg Hrwwvedabg
President
(591) 759-5453
9074d

e
(286) 673-6089
1bd

d1
(305) 234-5590
8e2c

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 31,934,194 $ 90,273,931 $ 30,068,895 $ 64,999,435 $ 346,263 $ 21,974,397 $ 54,813,532 $ 19,282,840 $ 79,195,744 $ 1,732,431 $ 5,237,025 $ 3,922,960
Liabilities: $ 0 $ 4 $ 3 $ 39 $ 3,317 $ 29 $ 9 $ 6
EE Contrib: $ 1,959,645 $ 8,903,167 $ 4,219,567 $ 7,254,408 $ 4,462,446 $ 9,630,239 $ 6,156,231 $ 5,496,592 $ 4,002,188 $ 130,379 $ 644,434 $ 907,435
Emp Contrib: $ 739,295 $ 87,871 $ 983,504 $ 213,048 $ 515,294 $ 817,949 $ 98,714 $ 917,047 $ 898,320 $ 583,195 $ 30,602 $ 147,951
Income/Loss: $ 1,922,365 $ 6,458,289 $ 1,560,230($ 2,017,700) $ 9,488,146 $ 661,046($ 636,535)($ 57,888) $ 2,842,359 $ 462,323($ 157,491) $ 408,010
Total Income: $ 7,318,599 $ 2,318,500 $ 2,047,065 $ 395,646 $ 6,103,645 $ 4,946,443 $ 5,332,351 $ 928,174 $ 4,988,301 $ 7,406,175 $ 8,874,957 $ 582,933
Paid Benefits: $ 3,189,920 $ 4,132,164 $ 7,422,713 $ 7,881,909 $ 6,201,853 $ 9,613,389 $ 6,206,199 $ 186,545 $ 541,298 $ 693,830 $ 951,504 $ 970,995
Expenses: $ 0 $ 7 $ 0 $ 43 $ 7 $ 0 $ 1 $ 6
  Commission: $ 109,620 $ 46,627 $ 42,801 $ 8,851 $ 40,412 $ 38,533 $ 86,104 $ 8,308 $ 4,668 $ 6,043 $ 8,093 $ 7,552
Net Income: $ 4,015,873 $ 4,910,735 $ 4,638,876($ 276,470) $ 4,222,877 $ 4,314,298 $ 88,698 $ 8,360,865 $ 5,758,097 $ 4,754,084 $ 438,131 $ 6,131,803
Net Assets: $ 35,950,067 $ 30,429,075 $ 61,893,103 $ 39,148,103 $ 35,444,965 $ 85,763,222 $ 53,639,408 $ 14,375,177 $ 74,074,659 $ 76,181,676 $ 8,789,154 $ 4,759,486

Participants

202120202019201820172016201520142013201220112010
Total Participants:527592052194261336814109380028848270
Active Part.:404525831622382799364794444001178296
Retired Part.:991a9e47f196 ed61ff705
Deceased Part.:dd2862a131 07108 2db729

Insurance

QOCSF-AERA PMAZ & UUHLFQO RENEEIHRF GESEYRC
Renewal:12-31-2021
Covered:97
PENSION_EOY_SEP_ACCT_AMT: 0PENSION_PREM_PAID_TOT_AMT: 0

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 0
Commission $ 0
Fees $ 0

Providers

VCMFAC YVPTW QGLCPZFSJP
CARL VALIMONT 4425 N PORT WASHINGTON RD ST 105
MILWAYKEE, WI 53212
Investment advisory (plan)
Compensation:$57,950
Relation:INVESTMENT ADVISOR
BWLFE-RGCR JHOW & YFXICCN YTDFHBWEZ
COMPANY 8515 EAST ORCHARD RD
GREENWOOD VILLAGE, CO 80111
Recordkeeping fees
Compensation:$32,346
Relation:RECORDKEEPER ADVISOR
QZGO GIOM WECABYUCMT RISIO, IQC.
6737 W. WASHINGTON ST SUITE 1105
MILWAUKEE, WI 53214
Other (specify)
Compensation:$15,775
Relation:TPA
QSPCIRG ETYMCC ZAFPY, GPP
8515 EAST ORCHARD RD
GREENWOOD VILLAGE, CO 80111
Investment management
Compensation:$14,449
Relation:INVESTMENT MANAGER
GJLD GYRA GSUGPVMNFD CGZBE, DAE.
Source: GREAT-WEST LIFE & ANNUITY INS.
Other (specify)
Compensation:TPA ALLOWANCE PAYMWENT

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.

    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 $ 7 $ 1 $ 37 $ 5 $ 797 $ 3 $ 97
Liabilities: $ 0 $ 23 $ 3 $ 3 $ 9 $ 9 $ 94 $ 45 $ 9
EE Contrib: $ 0 $ 17 $ 5 $ 0 $ 0
Emp Contrib: $ 0 $ 357 $ 5 $ 36 $ 21 $ 21 $ 5 $ 525
Income/Loss: $ 0 $ 91 $ 3 $ 903 $ 8 $ 39 $ 2 $ 1
Total Income: $ 0 $ 1 $ 3 $ 1 $ 16 $ 3
Paid Benefits: $ 0 $ 10 $ 26 $ 8 $ 27 $ 900,000 $ 653
Expenses: $ 0 $ 4 $ 48 $ 7
  Commission: $ 0 $ 774 $ 5 $ 15 $ 8 $ 87 $ 89
Net Income: $ 0 $ 7 $ 5 $ 2 $ 8 $ 2 $ 0 $ 2
Net Assets: $ 0 $ 481 $ 350 $ 23 $ 96 $ 42 $ 22

Participants

202120202019201820172016201520142013201220112010
Total Participants:412287328827845402954675194793448722
Active Part.:412832676602339125365975724090239899
Retired Part.:570f186fda7e5
Deceased Part.:2 d88 a8d9078d1df7275618

Insurance

PPP TAWNHAJ XKPCEDVA LVTD YEWEEZUWP LUPXMFW
Renewal:12-31-2021
Covered:412
  1. Life Insurance
  2. Long Term Disab. Ins
  3. ACCIDENTAL DEATH & DISMEMBERMENT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 140,155
Commission13.29% $ 18,632
Fees0.73% $ 1,021
Brokers
JRNFSL NDSSLESJPJ ENORPFDEM CFMJQYK
Renewal:12-31-2021
Covered:666
  1. Vision
  2. TRANSPLANT

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 55,922
Commission4.08% $ 2,282
Fees0% $ 0
Brokers

Providers

No Providers

Features

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

    4D - Dental.

    4F - Temporary disability (accident and sickness).

    4B - Life insurance.

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

    4H - Long-term disability.

    4E - Vision.

    4Q - Other.