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Sponsor portfolio

R/K BELTING SPECIALTIES, INC. DBA F.N. SHEPPARD & COMPANY

EIN 31-1023850-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$489K premiums
Participants
212
1261 JAMIKE AVE. - ERLANGER, KY 41018859-525-2358
Plans on this EIN
2 filings
#001401k-$20.9M - 109 part#501Fully Insured-$489K - 217 lives

Benefits portfolio analytics

1 plan / $489K premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$409K
  • Dental$72K
  • Short-term disability$36K
  • Health$21K
  • Vision$21K
  • Life$21K
  • +1 more
Total $489K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HCC LIFE INSURANCE COMPANY77%
  • DELTA DENTAL OF CALIFORNIA10%
  • STANDARD INSURANCE COMPANY6%
  • HUMANA INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $489K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MARSH & MCLENNAN AGENCY LLC99%
  • WATCHTOWER TECHNOLOGIES INC1%
Total $15K2 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

R/K BELTING SPECIALTIES, INC. 401(K) RETIREMENT PLAN

401k

Assets$20.9M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R/K BELTING SPECIALTIES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - TOKIO MARINE - HCC

Premiums$489K
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001R/K BELTING SPECIALTIES, INC. 401(K) RETIREMENT PLAN401k$20.9M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R/K BELTING SPECIALTIES, INC. EMPLOYEE BENEFIT PLANFully InsuredTOKIO MARINE - HCC$489K2172024
Retirement plans
Welfare plans
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