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Sponsor portfolio

CRESCENT METAL PRODUCTS DBA CRES COR

EIN 34-0683264-machinery-Latest filing 2025
Plans
3
Retirement
2
$15.0M assets
Welfare
1
$196K premiums
Participants
312
5925 HEISLEY ROAD - MENTOR, OH 440601833440-350-1100LinkedIn51-200 employeesmachinery
Plans on this EIN
3 filings
#003401k-$11.5M - 60 part#004401k-$3.5M - 96 part#505Mixed-$196K - 219 lives

Retirement portfolio analytics

2 plans aggregated / $15.0M assets / 156 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN & TRUST (#003)77%
  • PLAN & TRUST (#004)23%
Total $15.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#004)96
  • PLAN & TRUST (#003)60
Total 156Click row to drill in

Benefits portfolio analytics

1 plan / $196K premiums / 219 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$189K
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • Other$189K
  • Vision$7K
Total $196K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • METROPOLITAN LIFE INSURANCE COMPANY96%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
Total $196K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • THE JAMES B OSWALD COMPANY58%
  • CENTRO BENEFITS RESEARCH LLC40%
  • PLANSOURCE BENEFITS ADMINISTRATION2%
Total $21K3 slices

Plan deep-dives

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

CRES COR 401(K) PLAN & TRUST

401k

Assets$11.5M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CRES COR UNION EMPLOYEES 401(K) PLAN & TRUST

401k

Assets$3.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

CRESCENT METAL PRODUCTS, INC. EMPLOYEES WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$196K
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CRES COR 401(K) PLAN & TRUST401k$11.5M602025
004CRES COR UNION EMPLOYEES 401(K) PLAN & TRUST401k$3.5M962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505CRESCENT METAL PRODUCTS, INC. EMPLOYEES WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$196K2192025
Retirement plans
Welfare plans
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