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  2. NEW HOLLAND CUSTOM WOODWORK, LTD.
Sponsor portfolio

NEW HOLLAND CUSTOM WOODWORK, LTD.

EIN 23-2595329-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$20.8M assets
Welfare
1
$455K premiums
Participants
182
313 PROSPECT ST., PO BOX 217 - NEW HOLLAND, PA 17557717-354-4521
Plans on this EIN
3 filings
#003ESOP-$12.9M - 61 part#002401k-$7.9M - 65 part#501Mixed-$455K - 96 lives

Retirement portfolio analytics

2 plans aggregated / $20.8M assets / 126 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EMPLOYEE STOCK OWNERSHIP (#003)62%
  • WOODWORK, LTD. 401(K) (#002)38%
Total $20.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WOODWORK, LTD. 401(K) (#002)65
  • EMPLOYEE STOCK OWNERSHIP (#003)61
Total 126Click row to drill in

Benefits portfolio analytics

1 plan / $455K premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$395K
  • Dental$59K
  • Life$59K
  • Short-term disability$59K
  • Long-term disability$59K
Total $455K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED STATES FIRE INSURANCE COMPANY87%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
Total $455K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • BROWN & BROWN INSURANCE SERVICES71%
  • JAMES R NELLIGAN & ASSOCIATES LLC29%
Total $12K2 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

NEW HOLLAND CHURCH FURNITURE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$12.9M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEW HOLLAND CUSTOM WOODWORK, LTD. 401(K) PLAN

401k

Assets$7.9M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEW HOLLAND CUSTOM WOODWORK, LTD. EMPLOYEE BENEFIT PLAN

Mixed - CRUM & FORSTER

Premiums$455K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003NEW HOLLAND CHURCH FURNITURE EMPLOYEE STOCK OWNERSHIP PLANESOP$12.9M612025
002NEW HOLLAND CUSTOM WOODWORK, LTD. 401(K) PLAN401k$7.9M652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEW HOLLAND CUSTOM WOODWORK, LTD. EMPLOYEE BENEFIT PLANMixedCRUM & FORSTER$455K962025
Retirement plans
Welfare plans
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