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Sponsor portfolio

BONNEY FORGE CORPORATION

EIN 23-2308673-oil & energy-Latest filing 2025
Plans
4
Retirement
3
$26.3M assets
Welfare
1
$301K premiums
Participants
681
14496 CROGHAN PIKE, PO BOX 330 - MOUNT UNION, PA 17066814-542-2545bonneyforge.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
4 filings
#001401k-$21.5M - 234 part#003401k-$3.8M - 157 part#002TraditionalDB-$963K - 0 part#501Mixed-$301K - 628 lives

Retirement portfolio analytics

3 plans aggregated / $26.3M assets / 391 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • BARGAINING UNIT EMPLOYEES (#003)14%
  • USW LOCAL 6521 (#002)4%
Total $26.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)234
  • BARGAINING UNIT EMPLOYEES (#003)157
Total 391Click row to drill in

Benefits portfolio analytics

1 plan / $301K premiums / 628 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$147K
  • Life$105K
  • Vision$27K
  • Long-term disability$13K
  • Other$10K
Total $301K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITED CONCORDIA INSURANCE COMPANY49%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA42%
  • NGL9%
Total $301K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN

401k

Assets$21.5M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES

401k

Assets$3.8M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BONNEY FORGE CORP. PENSION PLAN FOR EMPLOYEES OF HUNTINGDON MACHINE USW LOCAL 6521

TraditionalDB

Assets$963K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BONNEY FORGE CORPORATION EMPLOYEE BENEFIT PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$301K
Covered lives628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN401k$21.5M2342024
003BONNEY FORGE CORP DEFERRED PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES401k$3.8M1572024
002BONNEY FORGE CORP. PENSION PLAN FOR EMPLOYEES OF HUNTINGDON MACHINE USW LOCAL 6521TraditionalDB$963K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BONNEY FORGE CORPORATION EMPLOYEE BENEFIT PLANMixedUNITED CONCORDIA INSURANCE COMPANY$301K6282025
Retirement plans
Welfare plans
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