Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $30.7M assets / 406 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $301K premiums / 628 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Traditional DB
Mixed - UNITED CONCORDIA INSURANCE COMPANY
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN | 401(k) | $25.2M | 234 | 2025 |
| #003 | BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES | 401(k) | $4.6M | 172 | 2025 |
| #002 | BONNEY FORGE CORP. PENSION PLAN FOR EMPLOYEES OF HUNTINGDON MACHINE USW LOCAL 6521 | Traditional DB | $963K | 0 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BONNEY FORGE CORPORATION EMPLOYEE BENEFIT PLAN | Mixed | UNITED CONCORDIA INSURANCE COMPANY | $301K | 628 | 2025 |