Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MESTEK, INC.
EIN 25-0661650consumer goodsLatest filing 2024
Plans
3
Retirement
2
$159.8M assets
Welfare
1
$1.3M premiums
Participants
2,652
260 NORTH ELM STREET - WESTFIELD, MA 01085413-564-5738mestek.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $159.8M assets / 1,705 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,967 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.3M
- Vision$1.3M
- Life$1.3M
- Short-term disability$1.3M
- Long-term disability$1.3M
- Other$1.3M
Carrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MESTEK, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$147.9M
Participants1,223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MESTEK, INC. 401(K) PLAN FOR UNION EMPLOYEES
401k
Assets$11.9M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MESTEK, INC. HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,967
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MESTEK, INC. 401(K) & PROFIT SHARING PLAN | 401k | $147.9M | 1,223 | 2024 | |
| 001 | MESTEK, INC. 401(K) PLAN FOR UNION EMPLOYEES | 401k | $11.9M | 482 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MESTEK, INC. HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.3M | 1,967 | 2024 |
Retirement plans
Welfare plans