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Sponsor portfolio

JOSEPH MACHINE COMPANY, INC.

EIN 25-1605514-industrial automation-Latest filing 2024
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$156K premiums
Participants
246
595 RANGE END RD - DILLSBURG, PA 17019717-432-3442josephmachine.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$9.5M - 131 part#502Mixed-$156K - 204 lives

Benefits portfolio analytics

1 plan / $156K premiums / 204 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$77K
  • Life$67K
  • Short-term disability$67K
  • Long-term disability$67K
  • Other$67K
  • Vision$11K
Total $156K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • UNITED CONCORDIA INSURANCE COMPANY50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY43%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY7%
Total $156K3 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • AMERICAN INSURANCE ADMINISTRATIORS79%
  • GCG FINANCIAL LLC13%
  • NATIONAL BENEFIT CENTER8%
Total $26K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOSEPH MACHINE COMPANY, INC. 401(K) PLAN

401k

Assets$9.5M
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JOSEPH MACHINE COMPANY, INC. EMPLOYEE BENEFIT PLAN

Mixed - UNITED CONCORDIA INSURANCE COMPANY

Premiums$156K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH MACHINE COMPANY, INC. 401(K) PLAN401k$9.5M1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JOSEPH MACHINE COMPANY, INC. EMPLOYEE BENEFIT PLANMixedUNITED CONCORDIA INSURANCE COMPANY$156K2042024
Retirement plans
Welfare plans
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