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Sponsor portfolioTH

OATEY CO.

EIN 34-0434900-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$128.5M assets
Welfare
1
$1.5M premiums
Participants
3,068
20600 EMERALD PARKWAY - CLEVELAND, OH 44135800-321-9532oatey.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$128.5M - 1,783 part#503Mixed-$1.5M - 1,762 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,762 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$954K
  • Life$901K
  • Short-term disability$901K
  • Long-term disability$901K
  • Dental$574K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY59%
  • DELTA DENTAL OF CALIFORNIA38%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • CURALINC HEALTHCARE2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • THE JAMES B OSWALD COMPANY50%
  • CENTRO BENEFITS RESEARCH LLC50%
  • USI INSURANCE SERVICES LLC0%
  • WILLIS TOWERS WATSON US LLC0%
  • CGI VOLUNTARY BENEFITS, INC.0%
  • +2 more
Total $54K7 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

OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN

401k

Assets$128.5M
Participants1,783
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

OATEY CO. EMPLOYEE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.5M
Covered lives1,762
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OATEY CO. PROFIT SHARING RETIREMENT TRUST AND SAVINGS INCENTIVE PLAN401k$128.5M1,7832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503OATEY CO. EMPLOYEE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.5M1,7622025
Retirement plans
Welfare plans
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