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Sponsor portfolio

NORDON INC

EIN 16-1013450-plastics-Latest filing 2025
Plans
3
Retirement
2
$19.3M assets
Welfare
1
$558K premiums
Participants
492
691 EXCHANGE STREET - ROCHESTER, NY 14608585-546-6200nordonplastics.comLinkedIn201-500 employeesplastics
Plans on this EIN
3 filings
#003ESOP-$14.5M - 221 part#002401k-$4.8M - 131 part#520Fully Insured-$558K - 140 lives

Retirement portfolio analytics

2 plans aggregated / $19.3M assets / 352 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EMPLOYEE STOCK OWNERSHIP (#003)75%
  • PROFIT SHARING PLAN (#002)25%
Total $19.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • (Not disclosed)75%
  • STIFEL NICOLAUS & CO INC25%
Total $19.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)221
  • PROFIT SHARING PLAN (#002)131
Total 352Click row to drill in

Benefits portfolio analytics

1 plan / $558K premiums / 140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$442K
  • Prescription drug$442K
  • Life$35K
  • Dental$29K
  • Vision$29K
  • Short-term disability$22K
  • +2 more
Total $558K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY5%
  • COMPANION LIFE INSURANCE COMPANY3%
Total $558K5 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • USI INSURANCE SERVICES LLC77%
  • EPSIX, INC.13%
  • REBECCA PITCHER3%
  • KYLE SAVNER2%
  • BROWN & BROWN INSURANCE SERVICES2%
  • +3 more
Total $48K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

NORDON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$14.5M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NORDON INC 401(K) PROFIT SHARING PLAN

401k

Assets$4.8M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

NORDON, INC. WELFARE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$558K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NORDON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$14.5M2212025
002NORDON INC 401(K) PROFIT SHARING PLAN401k$4.8M1312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520NORDON, INC. WELFARE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$558K1402024
Retirement plans
Welfare plans
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