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Sponsor portfolioTH

COLUMBUS MCKINNON CORPORATION

EIN 16-0547600-machinery-Latest filing 2025
Plans
4
Retirement
3
$365.9M assets
Welfare
1
$1.6M premiums
Participants
5,587
13320 BALLANTYNE CORPORATE PLACE, SUITE D - CHARLOTTE, NC 28277716-689-5400cmco.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
4 filings
#013401k-$260.9M - 2,488 part#012TraditionalDB-$102.2M - 1,424 part#016ESOP-$2.8M - 388 part#501Mixed-$1.6M - 1,574 lives

Retirement portfolio analytics

3 plans aggregated / $365.9M assets / 4,300 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CORPORATION THRIFT 401(K) (#013)71%
  • MONTHLY RETIREMENT P (#012)28%
  • EMPLOYEE STOCK OWNERSHIP (#016)1%
Total $365.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION THRIFT 401(K) (#013)2,488
  • MONTHLY RETIREMENT P (#012)1,424
  • EMPLOYEE STOCK OWNERSHIP (#016)388
Total 4,300Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 1,574 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$658K
  • Long-term disability$465K
  • Other$262K
  • Health$205K
  • Prescription drug$205K
  • Vision$166K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY72%
  • RELIASTAR LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN11%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#013

COLUMBUS MCKINNON CORPORATION THRIFT 401(K) PLAN

401k

Assets$260.9M
Participants2,488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT P

TraditionalDB

Assets$102.2M
Participants1,424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

COLUMBUS MCKINNON CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.8M
Participants388
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLUMBUS MCKINNON CORPORATION WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives1,574
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
013COLUMBUS MCKINNON CORPORATION THRIFT 401(K) PLAN401k$260.9M2,4882025
012COLUMBUS MCKINNON CORPORATION MONTHLY RETIREMENT PTraditionalDB$102.2M1,4242024
016COLUMBUS MCKINNON CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$2.8M3882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLUMBUS MCKINNON CORPORATION WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.6M1,5742025
Retirement plans
Welfare plans
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