Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHANNELLOCK, INC.
EIN 25-0399850consumer goodsLatest filing 2025
Plans
6
Retirement
4
$79.2M assets
Welfare
2
$3.2M premiums
Participants
1,912
1306 SOUTH MAIN STREET - MEADVILLE, PA 16335814-724-8700channellock.comLinkedIn201-500 employeesconsumer goods
Retirement portfolio analytics
4 plans aggregated / $79.2M assets / 1,187 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.2M premiums / 505 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.5M
- Life$241K
- Other$241K
- Short-term disability$171K
- Long-term disability$171K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
80%top
- UPMC HEALTH OPTIONS80%
- BLUE CROSS OF CALIFORNIA9%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
86%top
- ASSUREDPARTNERS86%
- PROFESSIONAL GROUP PLANS INC13%
- AP BENEFIT ADVISORS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RETIREMENT PLAN FOR EMPLOYEES OF CHANNELLOCK, INC
TraditionalDB
Assets$46.6M
Participants414
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CHANNELLOCK 401(K) PLAN FOR NON-BARGAINING UNIT EMPLOYEES
401k
Assets$17.0M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CHANNELLOCK, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES
401k
Assets$13.0M
Participants453
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CHANNELLOCK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.6M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHANNELLOCK, INC. EMPLOYEE WELFARE PLAN
Fully Insured - UPMC HEALTH OPTIONS
Premiums$3.2M
Covered lives505
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#003
CHANNELLOCK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETIREMENT PLAN FOR EMPLOYEES OF CHANNELLOCK, INC | TraditionalDB | $46.6M | 414 | 2025 | |
| 004 | CHANNELLOCK 401(K) PLAN FOR NON-BARGAINING UNIT EMPLOYEES | 401k | $17.0M | 120 | 2024 | |
| 005 | CHANNELLOCK, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | 401k | $13.0M | 453 | 2024 | |
| 003 | CHANNELLOCK, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.6M | 200 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHANNELLOCK, INC. EMPLOYEE WELFARE PLAN | Fully Insured | UPMC HEALTH OPTIONS | $3.2M | 505 | 2025 | |
| 003 | CHANNELLOCK, INC. EMPLOYEE STOCK OWNERSHIP PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans