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Sponsor portfolio

AMG VANADIUM LLC

EIN 20-2931565-mining & metals-Latest filing 2025
Plans
4
Retirement
3
$23.2M assets
Welfare
1
$4.2M premiums
Participants
637
60790 SOUTHGATE RD - CAMBRIDGE, OH 43725740-435-4668amg-v.comLinkedIn51-200 employeesmining & metals
Plans on this EIN
4 filings
#003401k-$13.3M - 203 part#001TraditionalDB-$5.9M - 116 part#006401k-$3.9M - 76 part#501Fully Insured-$4.2M - 425 lives

Retirement portfolio analytics

3 plans aggregated / $23.2M assets / 395 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#003)57%
  • AMG VANADIUM, INC. (#001)26%
  • LOCAL 5050-01 401(K) (#006)17%
Total $23.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
57%top
  • GLOBAL RETIREMENT PARTNERS LLC57%
  • (Not disclosed)43%
Total $23.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)203
  • AMG VANADIUM, INC. (#001)116
  • LOCAL 5050-01 401(K) (#006)76
Total 395Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Vision$413K
  • Life$413K
  • Short-term disability$413K
  • Long-term disability$413K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • COMMUNITY INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $4.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • THE JAMES B OSWALD COMPANY83%
  • CENTRO BENEFITS RESEARCH LLC15%
  • ERC SERVICES INC3%
Total $210K3 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

AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN

401k

Assets$13.3M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE RESTATED PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF AMG VANADIUM, INC.

TraditionalDB

Assets$5.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

AMG VANADIUM CAMBRIDGE HOURLY USW LOCAL 5050-01 401(K) PLAN

401k

Assets$3.9M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMG VANADIUM BENEFIT PLANS

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$4.2M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN401k$13.3M2032024
001THE RESTATED PENSION PLAN FOR HOURLY-RATED EMPLOYEES OF AMG VANADIUM, INC.TraditionalDB$5.9M1162024
006AMG VANADIUM CAMBRIDGE HOURLY USW LOCAL 5050-01 401(K) PLAN401k$3.9M762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMG VANADIUM BENEFIT PLANSFully InsuredCOMMUNITY INSURANCE COMPANY$4.2M4252025
Retirement plans
Welfare plans
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