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Sponsor portfolio

D.P. TOOL & MACHINE, INC.

EIN 16-6153350-machinery-Latest filing 2025
Plans
3
Retirement
2
$11.3M assets
Welfare
1
$694K premiums
Participants
320
5638 TEC DRIVE - AVON, NY 14414585-303-3656dptool.comLinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#001401k-$10.1M - 114 part#002CashBalance-$1.1M - 101 part#501Fully Insured-$694K - 363 lives

Retirement portfolio analytics

2 plans aggregated / $11.3M assets / 215 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • 401(K) RETIREMENT PLAN (#001)90%
  • CASH BALANCE PLAN (#002)10%
Total $11.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)114
  • CASH BALANCE PLAN (#002)101
Total 215Click row to drill in

Benefits portfolio analytics

1 plan / $694K premiums / 363 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$550K
  • Prescription drug$550K
  • Life$69K
  • Short-term disability$69K
  • Long-term disability$69K
  • Other$69K
  • +2 more
Total $694K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA10%
  • VISION SERVICE PLAN6%
Total $694K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • BROWN & BROWN INSURANCE SERVICES69%
  • PAYCHEX INSURANCE AGENCY, INC.31%
Total $39K2 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

D.P. TOOL & MACHINE, INC. 401(K) RETIREMENT PLAN

401k

Assets$10.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

D.P. TOOL & MACHINE, INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DP TOOL & MACHINE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$694K
Covered lives363
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001D.P. TOOL & MACHINE, INC. 401(K) RETIREMENT PLAN401k$10.1M1142025
002D.P. TOOL & MACHINE, INC. CASH BALANCE PLANCashBalance$1.1M1012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DP TOOL & MACHINE, INC. EMPLOYEE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$694K3632024
Retirement plans
Welfare plans
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