Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VIKING PUMP, INC., A UNIT OF IDEX CORPORATION
EIN 13-3372066machineryLatest filing 2024
Plans
4
Retirement
2
$17.6M assets
Welfare
2
$3.0M premiums
Participants
347
Retirement portfolio analytics
2 plans aggregated / $17.6M assets / 128 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.0M premiums / 270 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Life$183K
- Short-term disability$183K
- Long-term disability$183K
- Dental$122K
- Other$58K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- HARTFORD LIFE AND ACCIDENT6%
- DELTA DENTAL OF CALIFORNIA4%
Broker market share
Schedule A broker compensation
42%top
- CUSTOM BENEFIT PROGRAMS INC42%
- AON CONSULTING INC41%
- THE PLEXUS GROUPE LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#050
VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728
401k
Assets$14.4M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#049
VIKING PUMP, INC. SAVINGS PLAN FOR MOLDERS LOCAL 459
401k
Assets$3.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
GROUP INSURANCE PLAN VIKING PUMP HOURLY EMPLOYEES LOCAL 1728
Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA
Premiums$2.9M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#524
GROUP INSURANCE PLAN VIKING PUMP HOURLY EMPLOYEES LOCAL 459
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$58K
Covered lives65
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 050 | VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728 | 401k | $14.4M | 94 | 2024 | |
| 049 | VIKING PUMP, INC. SAVINGS PLAN FOR MOLDERS LOCAL 459 | 401k | $3.2M | 34 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | GROUP INSURANCE PLAN VIKING PUMP HOURLY EMPLOYEES LOCAL 1728 | Fully Insured | WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA | $2.9M | 205 | 2024 | |
| 524 | GROUP INSURANCE PLAN VIKING PUMP HOURLY EMPLOYEES LOCAL 459 | Mixed | HARTFORD LIFE AND ACCIDENT | $58K | 65 | 2024 |
Retirement plans
Welfare plans