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Sponsor portfolio

COACH & EQUIPMENT MANUFACTURING CORP.

EIN 16-0727809-automotive-Latest filing 2025
Plans
3
Retirement
2
$8.4M assets
Welfare
1
$1.2M premiums
Participants
462
P. O. BOX 36 - PENN YAN, NY 14527315-536-2321coachandequipment.comLinkedIn51-200 employeesautomotive
Plans on this EIN
3 filings
#001401k-$7.5M - 94 part#002401k-$839K - 169 part#530Mixed-$1.2M - 199 lives

Retirement portfolio analytics

2 plans aggregated / $8.4M assets / 263 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • NEW COMPARABILITY 401(K) (#001)90%
  • MANUFACTURING UNION 401(K) (#002)10%
Total $8.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • THE VANGUARD GROUP, INC.10%
Total $8.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANUFACTURING UNION 401(K) (#002)169
  • NEW COMPARABILITY 401(K) (#001)94
Total 263Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$114K
  • Vision$114K
  • Life$114K
  • Long-term disability$114K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • ROBERT G. RELPH AGENCY, INC.91%
  • GCG FINANCIAL LLC9%
Total $61K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COACH & EQUIPMENT MANUFACTURING CORP. NEW COMPARABILITY 401(K) PLAN

401k

Assets$7.5M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COACH & EQUIPMENT MANUFACTURING UNION 401(K) PLAN

401k

Assets$839K
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

COACH & EQUIPMENT MANUFACTURING CORP. WELFARE BENEFIT PLAN

Mixed - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$1.2M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COACH & EQUIPMENT MANUFACTURING CORP. NEW COMPARABILITY 401(K) PLAN401k$7.5M942024
002COACH & EQUIPMENT MANUFACTURING UNION 401(K) PLAN401k$839K1692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
530COACH & EQUIPMENT MANUFACTURING CORP. WELFARE BENEFIT PLANMixedEXCELLUS BLUE CROSS BLUE SHIELD$1.2M1992025
Retirement plans
Welfare plans
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