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Sponsor portfolio

KSM CASTINGS USA INC.

EIN 33-1226538-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$2.2M premiums
Participants
536
120 BLUE BOOK DRIVE - SHELBY, NC 28150704-751-0559ksmgroup.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$4.7M - 358 part#501Fully Insured-$2.2M - 178 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$268K
  • Vision$268K
  • Life$268K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • MAIN STREET FINANCIAL GROUP45%
  • THOMAS FLACK22%
  • UNITED PRODUCERS GROUP LLC12%
  • TONI E STEED LLC4%
  • ERIKA ROBERTS-POE4%
  • +3 more
Total $115K8 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

KSM CASTINGS USA 401K PLAN

401k

Assets$4.7M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KSM CASTINGS USA INC. EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF NORTH CAROLINA

Premiums$2.2M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KSM CASTINGS USA 401K PLAN401k$4.7M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KSM CASTINGS USA INC. EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF NORTH CAROLINA$2.2M1782025
Retirement plans
Welfare plans
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