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Sponsor portfolioTH

H. O. PENN MACHINERY COMPANY, INC.

EIN 13-1158790-Latest filing 2025
Plans
3
Retirement
2
$94.4M assets
Welfare
1
$382K premiums
Participants
614
122 NOXON ROAD - POUGHKEEPSIE, NY 12603914-437-4068
Plans on this EIN
3 filings
#005401k-$90.5M - 344 part#004401k-$3.9M - 6 part#502Mixed-$382K - 394 lives

Retirement portfolio analytics

2 plans aggregated / $94.4M assets / 350 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PLAN AND TRUST (#005)96%
  • PLAN AND TRUST (#004)4%
Total $94.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#005)344
  • PLAN AND TRUST (#004)6
Total 350Click row to drill in

Benefits portfolio analytics

1 plan / $382K premiums / 394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$143K
  • Other$134K
  • Long-term disability$68K
  • Vision$20K
  • Short-term disability$17K
Total $382K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK63%
  • AETNA LIFE INSURANCE COMPANY37%
Total $382K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $38K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST

401k

Assets$90.5M
Participants344
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

H.O. PENN MACHINERY CO., INC PENSION PLAN AND TRUST

401k

Assets$3.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

H. O. PENN MACHINERY COMPANY, INC. HEALTH AND WELFARE PLAN

Mixed - NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK

Premiums$382K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005H.O. PENN 401(K) & PROFIT SHARING PLAN AND TRUST401k$90.5M3442024
004H.O. PENN MACHINERY CO., INC PENSION PLAN AND TRUST401k$3.9M62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502H. O. PENN MACHINERY COMPANY, INC. HEALTH AND WELFARE PLANMixedNEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK$382K3942025
Retirement plans
Welfare plans
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