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Sponsor portfolio

OHIO MACHINERY CO.

EIN 34-0672363-machinery-Latest filing 2025
Plans
4
Retirement
3
$208.4M assets
Welfare
1
$1.5M premiums
Participants
4,398
3993 EAST ROYALTON ROAD - BROADVIEW HEIGHTS, OH 44147440-526-6200LinkedIn201-500 employeesmachinery
Plans on this EIN
4 filings
#003401k-$138.6M - 1,396 part#002TraditionalDB-$47.3M - 661 part#004401k-$22.6M - 613 part#501Mixed-$1.5M - 1,716 lives

Retirement portfolio analytics

3 plans aggregated / $208.4M assets / 2,670 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CO. INCENTIVE Savings (#003)66%
  • EMPLOYEES' RETIREMENT PLAN (#002)23%
  • UNION 401K PLAN (#004)11%
Total $208.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO. INCENTIVE Savings (#003)1,396
  • EMPLOYEES' RETIREMENT PLAN (#002)661
  • UNION 401K PLAN (#004)613
Total 2,670Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 1,716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.5M
  • Vision$1.5M
  • Life$1.5M
  • Long-term disability$1.5M
  • Other$1.5M
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE JAMES B OSWALD COMPANY100%
Total $94K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN

401k

Assets$138.6M
Participants1,396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

OHIO CAT EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$47.3M
Participants661
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

OHIO CAT UNION 401K PLAN

401k

Assets$22.6M
Participants613
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OHIO MACHINERY CO. WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003OHIO MACHINERY CO. INCENTIVE SAVINGS PLAN401k$138.6M1,3962024
002OHIO CAT EMPLOYEES' RETIREMENT PLANTraditionalDB$47.3M6612024
004OHIO CAT UNION 401K PLAN401k$22.6M6132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OHIO MACHINERY CO. WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.5M1,7162025
Retirement plans
Welfare plans
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