Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LIBERTY PUMPS, INC.
EIN 16-0909438mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$104.9M assets
Welfare
1
$1.4M premiums
Participants
1,026
7000 APPLE TREE AVENUE - BERGEN, NY 14416585-494-1817libertypumps.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $104.9M assets / 756 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 580 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$915K
- Dental$236K
- Life$236K
- Short-term disability$236K
- Long-term disability$236K
- Health$194K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
67%top
- UNITED STATES FIRE INSURANCE COMPANY67%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- MVP HEALTH CARE14%
- EYEMED VISION CARE2%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
95%top
- ASSUREDPARTNERS95%
- AP BENEFIT ADVISORS, LLC3%
- BOND BENEFITS CONSULTING LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LIBERTY PUMPS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$72.5M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LIBERTY PUMPS PROFIT SHARING 401(K) PLAN
401k
Assets$32.4M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530
LIBERTY PUMPS WELFARE BENEFIT PLAN
Fully Insured - CRUM & FORSTER
Premiums$1.4M
Covered lives580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LIBERTY PUMPS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $72.5M | 376 | 2024 | |
| 002 | LIBERTY PUMPS PROFIT SHARING 401(K) PLAN | 401k | $32.4M | 380 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | LIBERTY PUMPS WELFARE BENEFIT PLAN | Fully Insured | CRUM & FORSTER | $1.4M | 580 | 2025 |
Retirement plans
Welfare plans