Plan	Name	Funding	Carrier	Premiums	Covered	Latest year
#501	PENN UNITED TECHNOLOGIES, INC. WELFARE BENEFIT PLAN	Mixed	DELTA DENTAL OF PENNSYLVANIA	$680K	1,453	2025
#520	PENN UNITED TECHNOLOGIES, INC. FLEXIBLE BENEFIT PLAN	Self-funded	-	$0	0	2025

PENN UNITED TECHNOLOGIES, INC. WELFARE BENEFIT PLAN$680K
#501 · Mixed · DELTA DENTAL OF PENNSYLVANIA · 20251,453
PENN UNITED TECHNOLOGIES, INC. FLEXIBLE BENEFIT PLAN$0
#520 · Self-funded · 20250

Retirement plans

Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Penn United Technologies, Inc.

EIN 25-1215115machineryLatest filing 2025

Plans

Retirement

$236.3M assets

Health & Benefits

$680K premiums

Participants

2,608

PO BOX 399 - CABOT, PA 16023724-352-1507pennunited.comLinkedIn501-1000 employeesmachinery

Plans on this EIN

4 filings

#001ESOP-$141.2M - 890 part #002401(k)-$95.2M - 838 part #501Mixed-$680K - 1,453 lives #520Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $236.3M assets / 1,728 participants

Assets by plan

Share of aggregate retirement assets

EMPLOYEE STOCK OWNERSHIP (#001)$141.2M
TECHNOLOGIES, INC. 401(K) (#002)$95.2M

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

EMPLOYEE FIDUCIARY, LLC$141.2M
(Not disclosed)$95.2M

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

2 plans / $680K premiums / 1,453 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$369K
Other$190K
Life$134K
Vision$93K
Long-term disability$28K

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001