PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. UNVERFERTH MANUFACTURING COMPANY, INC.
Sponsor portfolio

UNVERFERTH MANUFACTURING COMPANY, INC.

EIN 34-0936989-machinery-Latest filing 2025
Plans
2
Retirement
1
$269.4M assets
Welfare
1
$2.6M premiums
Participants
3,405
P.O. BOX 357 - KALIDA, OH 45853419-532-3121unverferth.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
2 filings
#001401k-$269.4M - 1,393 part#501Mixed-$2.6M - 2,956 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 2,956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.6M
  • Life$508K
  • Long-term disability$272K
Total $2.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • COMMUNITY INSURANCE COMPANY62%
  • THE STANDARD38%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UNVERFERTH MANUFACTURING COMPANY, INC. PROFIT SHARING AND 401(K) PLAN

401k

Assets$269.4M
Participants1,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNVERFERTH MANUFACTURING COMPANY INC. EMPLOYEE HEALTH PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$2.6M
Covered lives2,956
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UNVERFERTH MANUFACTURING COMPANY, INC. PROFIT SHARING AND 401(K) PLAN401k$269.4M1,3932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNVERFERTH MANUFACTURING COMPANY INC. EMPLOYEE HEALTH PLANMixedCOMMUNITY INSURANCE COMPANY$2.6M2,9562025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica