Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
STAHL (USA) INC.
EIN 04-3584961Latest filing 2025
Plans
3
Retirement
2
$40.7M assets
Welfare
1
$972K premiums
Participants
441
2306 ENERGY DR - APEX, NC 27502978-531-0371
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $40.7M assets / 303 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- THE VANGUARD GROUP, INC.70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $972K premiums / 138 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$624K
- Dental$348K
- Vision$348K
- Life$348K
- Short-term disability$348K
- Long-term disability$348K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
64%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
Broker market share
Schedule A broker compensation
59%top
- MAIN STREET FINANCIAL GROUP59%
- UNITED PRODUCERS GROUP LLC41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STAHL (USA) 401(K) PLAN
401k
Assets$28.6M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STAHL (USA), INC. PENSION PLAN
TraditionalDB
Assets$12.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
STAHL (USA) INC. WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$972K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STAHL (USA) 401(K) PLAN | 401k | $28.6M | 189 | 2024 | |
| 002 | STAHL (USA), INC. PENSION PLAN | TraditionalDB | $12.1M | 114 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STAHL (USA) INC. WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $972K | 138 | 2025 |
Retirement plans
Welfare plans