Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEROTEST PENSION PLAN FOR HOURLY-PAID EMPLOYEES
EIN 25-1181239utilitiesLatest filing 2024
Plans
5
Retirement
2
$8.6M assets
Welfare
3
$1.7M premiums
Participants
576
Retirement portfolio analytics
2 plans aggregated / $8.6M assets / 187 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- NEWPORT GROUP, INC.72%
- (Not disclosed)28%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $1.7M premiums / 513 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Prescription drug$1.6M
- Other$62K
- Life$60K
- Dental$53K
- Long-term disability$25K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- STANDARD INSURANCE COMPANY5%
- AETNA LIFE INSURANCE COMPANY3%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
88%top
- LIBERTY FINANCIAL SERVICES88%
- DANIEL DESTEFANO11%
- DAN DESTEFANO1%
- HUNTINGTON INSURANCE INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
KEROTEST MANUFACTURING CORP. 401(K) PLAN
401k
Assets$6.2M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KEROTEST PENSION PLAN OF HOURLY PAID EMPLOYEES
TraditionalDB
Assets$2.4M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
KEROTEST MANUFACTURING CORP. HEALTH PLAN
Fully Insured - HIGHMARK INC.
Premiums$1.6M
Covered lives216
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
KEROTEST MANUFACTURING CORP. LIFE, AD&D AND LTD PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$85K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
KEROTEST MANUFACTURING CORP. BUSINESS TRAVEL ACCIDENT PLAN
Fully Insured - FEDERAL INSURANCE COMPANY
Premiums$2K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KEROTEST MANUFACTURING CORP. 401(K) PLAN | 401k | $6.2M | 154 | 2024 | |
| 002 | KEROTEST PENSION PLAN OF HOURLY PAID EMPLOYEES | TraditionalDB | $2.4M | 33 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | KEROTEST MANUFACTURING CORP. HEALTH PLAN | Fully Insured | HIGHMARK INC. | $1.6M | 216 | 2024 | |
| 512 | KEROTEST MANUFACTURING CORP. LIFE, AD&D AND LTD PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $85K | 156 | 2024 | |
| 506 | KEROTEST MANUFACTURING CORP. BUSINESS TRAVEL ACCIDENT PLAN | Fully Insured | FEDERAL INSURANCE COMPANY | $2K | 141 | 2024 |
Retirement plans
Welfare plans