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Sponsor portfolio

COLWELL INDUSTRIES, INC.

EIN 20-0488361-Manufacturing-Latest filing 2024
Plans
3
Retirement
1
$10.4M assets
Welfare
2
$148K premiums
Participants
253
2605 MARION DRIVE - KENDALLVILLE, IN 46755260-347-3900
Plans on this EIN
3 filings
#002401k-$10.4M - 138 part#504Self Funded-$130K - 56 lives#503Fully Insured-$19K - 59 lives

Benefits portfolio analytics

2 plans / $148K premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$130K
  • Life$19K
  • Other$19K
Total $148K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA87%
  • AMERICAN UNITED LIFE INSURANCE COMPANY13%
Total $148K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HYLANT GROUP INC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN

401k

Assets$10.4M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

COLWELL INDUSTRIES, INC. PARTICIPATING EMPLOYEES WELFARE BENEFIT PLAN

Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$130K
Covered lives56
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COLWELL INDUSTRIES, INC. GROUP LIFE/LTD/AD&D

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$19K
Covered lives59
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN401k$10.4M1382024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504COLWELL INDUSTRIES, INC. PARTICIPATING EMPLOYEES WELFARE BENEFIT PLANSelf FundedSUN LIFE ASSURANCE COMPANY OF CANADA$130K562024
503COLWELL INDUSTRIES, INC. GROUP LIFE/LTD/AD&DFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$19K592024
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