Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JOY CONE CO.
EIN 25-1153491ManufacturingLatest filing 2024
Plans
3
Retirement
2
$307.3M assets
Welfare
1
$1.9M premiums
Participants
3,951
3435 LAMOR ROAD - HERMITAGE, PA 161483097724-962-5747
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $307.3M assets / 2,858 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.9M premiums / 1,119 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.5M
- Life$202K
- Long-term disability$134K
- Short-term disability$106K
Carrier market share
Premium dollars by Schedule A carrier
77%top
- SYMETRA LIFE INSURANCE COMPANY77%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
- DELTA DENTAL OF CALIFORNIA0%
- AETNA LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
86%top
- FRINGE BENEFIT SERVICES86%
- FRISSORA & ASSOCIATES LLC8%
- ASSUREDPARTNERS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$165.1M
Participants1,413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOY CONE CO. 401(K) PROFIT SHARING PLAN
401k
Assets$142.2M
Participants1,445
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JOY CONE CO. EMPLOYEE BENEFITS PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives1,119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOY CONE CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $165.1M | 1,413 | 2024 | |
| 002 | JOY CONE CO. 401(K) PROFIT SHARING PLAN | 401k | $142.2M | 1,445 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JOY CONE CO. EMPLOYEE BENEFITS PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $1.9M | 1,119 | 2024 |
Retirement plans
Welfare plans