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  1. Companies/
  2. Greer Industries, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Greer Industries, Inc.

EIN 34-0737241-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$99.9M assets
Health & Benefits
1
$1.5M premiums
Participants
2,048
P.O. BOX 1900 - MORGANTOWN, WV 26508304-594-1768LinkedIn1-10 employeesmining & metals
Plans on this EIN
3 filings
#007401(k)-$53.4M - 940 part#005Traditional DB-$46.5M - 560 part#501Mixed-$1.5M - 425 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $99.9M assets / 1,500 participants

Assets by plan

Share of aggregate retirement assets

  • THE GREER 401(K) (#007)$53.4M
  • GREER RETIREMENT PLAN (#005)$46.5M
Total $99.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$53.4M
  • MORGAN STANLEY SMITH BARNEY$46.5M
Total $99.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • THE GREER 401(K) (#007)940
  • GREER RETIREMENT PLAN (#005)560
Total 1,500Select a row to open it

Benefits portfolio analytics

1 plan / $1.5M premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Other$246K
  • Life$175K
  • Long-term disability$140K
  • Vision$62K
Total $1.5M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#007

THE GREER 401(K) PLAN

401(k)

Assets$53.4M
Participants940
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

GREER RETIREMENT PLAN

Traditional DB

Assets$46.5M
Participants560
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GREER WELFARE BENEFIT PLAN

Mixed - AULTCARE INSURANCE COMPANY

Premiums$1.5M
Covered lives425
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#007THE GREER 401(K) PLAN401(k)$53.4M9402025
#005GREER RETIREMENT PLANTraditional DB$46.5M5602025
  • THE GREER 401(K) PLAN$53.4M
    #007 · 401(k) · 2025940
  • GREER RETIREMENT PLAN$46.5M
    #005 · Traditional DB · 2025560

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GREER WELFARE BENEFIT PLANMixedAULTCARE INSURANCE COMPANY$1.5M4252025
  • GREER WELFARE BENEFIT PLAN$1.5M
    #501 · Mixed · AULTCARE INSURANCE COMPANY · 2025425
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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