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CHF INDUSTRIES INC

EIN 01-0671659-Manufacturing-Latest filing 2025
Plans
4
Retirement
3
$33.4M assets
Welfare
1
$1.3M premiums
Participants
874
9741-A SOUTHERN PINE BLVD - CHARLOTTE, NC 282735541704-522-5116
Plans on this EIN
4 filings
#003401k-$25.1M - 148 part#002TraditionalDB-$4.7M - 119 part#001TraditionalDB-$3.6M - 233 part#503Mixed-$1.3M - 96 lives

Retirement portfolio analytics

3 plans aggregated / $33.4M assets / 500 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • INC. RETIREMENT Savings (#003)75%
  • FOR SALARIED EMPLOYEES (#002)14%
  • FOR BARGAINED EMPLOYEES (#001)11%
Total $33.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • (Not disclosed)86%
  • PNC BANK, N.A.14%
Total $33.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR BARGAINED EMPLOYEES (#001)233
  • INC. RETIREMENT Savings (#003)148
  • FOR SALARIED EMPLOYEES (#002)119
Total 500Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Other$112K
  • Vision$93K
  • Life$93K
  • Short-term disability$93K
  • Long-term disability$93K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • UNITEDHEALTHCARE INSURANCE COMPANY56%
  • UNITED HEALTHCARE INSURANCE COMPANY36%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • WATCH TOWER BENEFITS1%
Total $89K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN

401k

Assets$25.1M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRACE INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEES

TraditionalDB

Assets$4.7M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ABERDEEN MANUFACTURING FALL RIVER, MA PLANT PENSION PLAN FOR BARGAINED EMPLOYEES

TraditionalDB

Assets$3.6M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

CHF INDUSTRIES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003CHF INDUSTRIES, INC. RETIREMENT SAVINGS PLAN401k$25.1M1482025
002TRACE INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN FOR SALARIED EMPLOYEESTraditionalDB$4.7M1192024
001ABERDEEN MANUFACTURING FALL RIVER, MA PLANT PENSION PLAN FOR BARGAINED EMPLOYEESTraditionalDB$3.6M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503CHF INDUSTRIES, INC. HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.3M962025
Retirement plans
Welfare plans
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