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  2. COLUMBUS MCKINNON CORPORATION
Sponsor portfolioTH

COLUMBUS MCKINNON CORPORATION

EIN 16-0547600-machinery-Latest filing 2025
Plans
4
Retirement
3
$342.7M assets
Welfare
1
$1.7M premiums
Participants
6,072
13320 BALLANTYNE CORPORATE PLACE - CHARLOTTE, NC 28227716-689-5400cmco.comLinkedIn1001-5000 employeesmachinery
Plans on this EIN
4 filings
#013401k-$237.7M - 2,534 part#012TraditionalDB-$102.2M - 1,424 part#016ESOP-$2.8M - 388 part#501Mixed-$1.7M - 1,655 lives

Retirement portfolio analytics

3 plans aggregated / $342.7M assets / 4,346 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CORPORATION THRIFT 401(K) (#013)69%
  • MONTHLY RETIREMENT P (#012)30%
  • EMPLOYEE STOCK OWNERSHIP (#016)1%
Total $342.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION THRIFT 401(K) (#013)2,534
  • MONTHLY RETIREMENT P (#012)1,424
  • EMPLOYEE STOCK OWNERSHIP (#016)388
Total 4,346Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 1,655 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$687K
  • Long-term disability$494K
  • Other$298K
  • Health$237K
  • Vision$181K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY71%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN11%
  • HEALTH ADVOCATE SOLUTIONS, INC.2%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $169K1 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$237.7M
Participants2,534
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$1.7M
Covered lives1,655
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
013COLUMBUS MCKINNON CORPORATION THRIFT 401(K) PLAN401k$237.7M2,5342024
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$1.7M1,6552024
Retirement plans
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