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Sponsor portfolio

ANGELL-DEMMEL NORTH AMERICA CORPORATION

EIN 26-3215759-Latest filing 2025
Plans
3
Retirement
2
$6.9M assets
Welfare
1
$171K premiums
Participants
220
810 W MAIN ST - LEBANON, KY 40033270-692-2142
Plans on this EIN
3 filings
#005401k-$5.1M - 54 part#004401k-$1.8M - 85 part#503Mixed-$171K - 118 lives

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EMPLOYEE RETIREMENT Savings (#005)75%
  • LOCAL 697 Savings (#004)25%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOCAL 697 Savings (#004)85
  • EMPLOYEE RETIREMENT Savings (#005)54
Total 139Click row to drill in

Benefits portfolio analytics

1 plan / $171K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$65K
  • Short-term disability$55K
  • Other$31K
  • Long-term disability$20K
Total $171K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA84%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
Total $171K2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • USI INSURANCE SERVICES LLC81%
  • HUB INTERNATIONAL MIDWEST LIMITED19%
Total $17K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

ANGELL-DEMMEL NORTH AMERICA EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$5.1M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN

401k

Assets$1.8M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

ANGELL-DEMMEL NORTH AMERICA CORPORATION D/B/A ALUTRIM NORTH AMERICA CORPORATION HEALTH & WELFARE BENEFIT WRAP PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$171K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005ANGELL-DEMMEL NORTH AMERICA EMPLOYEE RETIREMENT SAVINGS PLAN401k$5.1M542024
004ANGELL-DEMMEL NORTH AMERICA, LTD. IUE LOCAL 697 SAVINGS PLAN401k$1.8M852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503ANGELL-DEMMEL NORTH AMERICA CORPORATION D/B/A ALUTRIM NORTH AMERICA CORPORATION HEALTH & WELFARE BENEFIT WRAP PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$171K1182025
Retirement plans
Welfare plans
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