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Sponsor portfolio

AUTOMATIC HANDLING INTERNATIONAL, INC.

EIN 26-0299622-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$21.7M assets
Welfare
1
$1.4M premiums
Participants
338
360 LAVOY RD. - ERIE, MI 48133734-847-0633automatichandling.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#001401k-$11.9M - 116 part#002ESOP-$9.8M - 132 part#501Fully Insured-$1.4M - 155 lives

Retirement portfolio analytics

2 plans aggregated / $21.7M assets / 248 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • INC. RETIREMENT Savings (#001)55%
  • EMPLOYEE STOCK OWNERSHIP (#002)45%
Total $21.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)132
  • INC. RETIREMENT Savings (#001)116
Total 248Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$54K
  • Other$28K
  • Life$26K
  • Short-term disability$17K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DELTA DENTAL OF CALIFORNIA4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ROBERT A KELLEHER76%
  • HYLANT GROUP INC21%
  • AVANT SPECIALTY BENEFITS LLC3%
Total $82K3 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

AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN

401k

Assets$11.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AUTOMATIC HANDLING INTERNATIONAL EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.8M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOMATIC HANDLING INTERNATIONAL, INC. WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.4M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AUTOMATIC HANDLING INTERNATIONAL, INC. RETIREMENT SAVINGS PLAN401k$11.9M1162025
002AUTOMATIC HANDLING INTERNATIONAL EMPLOYEE STOCK OWNERSHIP PLANESOP$9.8M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOMATIC HANDLING INTERNATIONAL, INC. WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.4M1552024
Retirement plans
Welfare plans
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