Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
GREER INDUSTRIES, INC.
EIN 34-0737241mining & metalsLatest filing 2025
Plans
3
Retirement
2
$95.0M assets
Welfare
1
$1.5M premiums
Participants
2,354
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $95.0M assets / 1,806 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- (Not disclosed)54%
- MORGAN STANLEY SMITH BARNEY46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.5M premiums / 425 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Other$246K
- Life$175K
- Long-term disability$140K
- Vision$62K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- AULTCARE INSURANCE COMPANY79%
- HARTFORD LIFE AND ACCIDENT10%
- VISION SERVICE PLAN4%
- RELIASTAR LIFE INSURANCE COMPANY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- +3 more
Broker market share
Schedule A broker compensation
92%top
- WILLIS TOWERS WATSON US LLC92%
- EMPYREAN INSURANCE SERVICES, INC.8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
THE GREER 401(K) PLAN
401k
Assets$51.4M
Participants1,240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
GREER RETIREMENT PLAN
TraditionalDB
Assets$43.6M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GREER WELFARE BENEFIT PLAN
Mixed - AULTCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | THE GREER 401(K) PLAN | 401k | $51.4M | 1,240 | 2024 | |
| 005 | GREER RETIREMENT PLAN | TraditionalDB | $43.6M | 566 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GREER WELFARE BENEFIT PLAN | Mixed | AULTCARE INSURANCE COMPANY | $1.5M | 425 | 2025 |
Retirement plans
Welfare plans