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Sponsor portfolio

ANDERSON EQUIPMENT COMPANY

EIN 25-0323970-construction-Latest filing 2025
Plans
4
Retirement
3
$65.7M assets
Welfare
1
$220K premiums
Participants
660
1000 WASHINGTON PIKE - BRIDGEVILLE, PA 15017412-343-2300andersonequip.comLinkedIn201-500 employeesconstruction
Plans on this EIN
4 filings
#003401k-$56.5M - 321 part#004401k-$8.0M - 51 part#005401k-$1.2M - 8 part#507Mixed-$220K - 276 lives

Retirement portfolio analytics

3 plans aggregated / $65.7M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • COMPANY RETIREMENT Savings (#003)86%
  • COMPANY UNION 401(K) (#004)12%
  • PARTS UNION 401(K) (#005)2%
Total $65.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT Savings (#003)321
  • COMPANY UNION 401(K) (#004)51
  • PARTS UNION 401(K) (#005)8
Total 380Click row to drill in

Benefits portfolio analytics

1 plan / $220K premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$100K
  • Short-term disability$52K
  • Long-term disability$48K
  • Vision$18K
  • Other$2K
Total $220K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $220K1 slice

Broker market share

Schedule A broker compensation

Split broker
82%top
  • AON CONSULTING INC82%
  • PLANSOURCE BENEFITS ADMINISTRATION9%
  • PLANSOURCE BENEFIT ADMINISTRATION9%
Total $12K3 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

ANDERSON EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN

401k

Assets$56.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN

401k

Assets$8.0M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

ANDERSON EQUIPMENT COMPANY PARTS UNION 401(K) PLAN

401k

Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

ANDERSON EQUIPMENT COMPANY HEALTH PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$220K
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ANDERSON EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN401k$56.5M3212025
004ANDERSON EQUIPMENT COMPANY UNION 401(K) PLAN401k$8.0M512025
005ANDERSON EQUIPMENT COMPANY PARTS UNION 401(K) PLAN401k$1.2M82025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507ANDERSON EQUIPMENT COMPANY HEALTH PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$220K2762025
Retirement plans
Welfare plans
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